Considerations when nominating a charity for your super upon deathBY PRUE CHEESEMAN | TUESDAY, 14 NOV 2023 2:58PM There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this. We know that Baby Boomers are set to ... |
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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.
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