Intergenerational wealth transfer to spur family offices towards startupsBY BENJAMIN CHONG | FRIDAY, 15 MAY 2020 3:07PM Not too long ago, family offices were unadventurous in their investment strategy, favouring private equity investments in established business alongside the usual diverse portfolio ... 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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