Why family offices should meet the FuggersBY BEN KUMAR | THURSDAY, 18 JAN 2024 12:37PM The 15th-century merchant Jakob Fugger, the richest man to have ever lived, can teach us a thing or two about the importance of diversifying investment portfolios. As we enter ... |
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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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