 SHAMAL DASS | FRIDAY, 17 SEP 2021 ... negative impact will be deeper, and it will last longer," JBWere's head of family advisory and philanthropic services Shamal Dass said: Meanwhile, there will be an entire younger generation who will have to disproportionately shoulder COVID's heavy debt ... Read more SHAMAL DASS | FRIDAY, 14 SEP 2018 Australians are donating less and less each year to the 56,428 Australian charities, according to the Australian Charities and Not-for-profits Commission. The number of individuals claiming tax deductible donations in their returns to the Australian ... Read more SHAMAL DASS | FRIDAY, 16 FEB 2018 This paper will recap the current non-profit landscape, build a case for scaling around impact and provide a framework for Boards to think about their own organisation and the options available to them. Read more PAGE: 1 |
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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.
Expert Feed
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As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
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