Shamal Dass Head Of Philanthropic Services, JBWere Ltd (at time of writing)
SHAMAL DASS | FRIDAY, 17 SEP 2021 When you choose to contribute your wealth to society, you want to make sure it has the greatest possible impact. Deciding when and how to pass it on is a huge part of that. Read more SHAMAL DASS | FRIDAY, 14 SEP 2018 Australians are donating less and less each year to the 56,428 Australian charities, according to the Australian Charities and Not-for-profits Commission. Read more SHAMAL DASS | FRIDAY, 16 FEB 2018 This paper will recap the current non-profit landscape, build a case for scaling around impact and provide a framework for Boards to think about their own organisation and the options available to them. Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.