Eleven questions to consider when investing in an open-ended private assets fundBY SCOTT THOMAS | THURSDAY, 12 OCT 2023 12:57PM When considering an investment in an open ended or semi-liquid private assets fund, it is critical to ask certain key questions of the potential manager to ensure that the strategy ... |
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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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