Intergenerational wealth transfer: Five tips to navigate family dynamicsBY PRESTON FOSTER | FRIDAY, 18 NOV 2022 3:44PM Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it's also an area where you can't put your head in the ... Upgrade your subscription to access this article
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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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