The elusive fourth generationBY CHRISTOPHER PAGE | THURSDAY, 16 OCT 2014 1:05PM Wealthy families are among the most complex and dynamic organisations on the planet. They are automatically subject to several hurdles when it comes to preserving wealth over ... 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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