State of the artBY CHRISTOPHER PAGE | MONDAY, 17 FEB 2014 2:21PM While the global financial crisis led to a multi-year slump in returns within traditional investment asset classes, the malaise saw many wealthy investors seek out alternative ... 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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