How I talk to my HNW clients and their children about moneyBY VIRGINNIA HOTTES | FRIDAY, 15 NOV 2019 1:49PM Most high net-worth clients I work with have a legacy to preserve. They have taken the initiative to plan their finances but their children may not have any idea about the work ... Upgrade your subscription to access this article
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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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