The great wealth transferBY CHRISTOPHER PAGE | WEDNESDAY, 6 NOV 2013 9:57AM As we get older, the instinct to leave something behind for our children grows stronger. The multitude of financial services professionals that exist to help us manage that transfer ... 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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