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.
 The wellness millionaireRadek Sali joined the ranks of Australia's wealthiest when his former company Swisse Wellness was acquired. The family office investor talks to Kanika ...  Legacy with a viewWhat can the next generation learn from a not-so-smooth succession? Anthea Hammon shares the journey of her family, who owns Scenic World in the Blue ...  Paddock to Pitt StreetRobert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's ...  Risky businessCrestone Wealth Management chief executive Mike Chisholm speaks to Kanika Sood about the value of identifying your clientele early, the power of the adviser ...  Bringing it homeKumar Palghat made his millions as a star fund manager, first at PIMCO and then at his Sydney boutique Kapstream Capital. Nearly a year after announcing ...  Fortunate, not luckyTabitha Lovett is a former lawyer and grant maker whom billionaires Marc and Eva Besen trust to oversee their family's philanthropic foundation. She spoke ...  Revolving doorsIt's been two decades since Stephen Hiscock co-founded an equities boutique in Melbourne. A shift in client base and investment philosophy over the years ...  Like a bossDavid Orford made his fortune with his financial software company Financial Synergy which reaped him $73 million when it sold about three years ago. He ...  The long gameThe Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth ...  Campaign of coalitionsThe philanthropic efforts of Tom Snow and Brooke Horne helped the LGBTI community and the marriage equality campaign mobilise one of the biggest social ... |
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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.
Expert Feed
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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 ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
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