Wealth with purpose 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.
 Skin in the gameViola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face ...  Hyper focused on changeIt's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam ...  The founder mentalityBillionaire tech entrepreneur Richard White has achieved success through his ability to instill and leverage a founder's mentality. Now, he hopes to expand ...  Making a differenceCamp Quality chief executive Deborah Thomas is tapping into her extensive media and leadership experience to find new avenues of fundraising for the children's ...  Home grown2028, New South Wales. It's a postcode synonymous with beauty, wealth, and luxury. Some even call it Sydney's answer to Rodeo Drive. But to Pallas Group ...  All about arbitrageHe was brought up in a fortunate South African family. Now Shaun Sergay and his team are disrupting the antiquated bank guarantee process, by reducing ...  Time to shineIf there's one thing diamonds are known for, it's their unmatched brilliance. Black Diamondz founder Monika Tu has forged her own path in Sydney's luxury ...  Eternal optimistFrom humble beginnings in war-torn Lebanon, EG Funds Management co-founder Adam Geha has built a life his younger self would envy - not to escape it ...  Out with the oldVenture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth ...  Art and moneyTim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between ... |
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Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason.
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While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
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