Showing 1 to 10 of 21 articles: LEE TONITTO | FRIDAY, 15 DEC 2023 Family offices are private companies that manage investments and wealth for ultra-high-net-worth (UHNW) individuals and families. Read more LARISA KAPUR | WEDNESDAY, 13 SEP 2023 A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you. Read more OMER SOKER | FRIDAY, 12 MAY 2023 Efficient systems and processes provide the foundation to build a culture of empowered and accountable staff. Read more TONY YOUNG | FRIDAY, 14 OCT 2022 When we think of governance, it is often large corporations and their boards- rather than small-to-medium enterprise (SMEs) - that spring to mind. Read more KOSMAS PAPADOPOULOS | THURSDAY, 11 AUG 2022 In the 2019 proxy season, 'overboarding' became a centre-stage issue for many companies and investors. Read more LUCIE BIELCZYKOVA , STEVE SUTINEN | MONDAY, 18 JUL 2022 The interest in responsible investing within the private debt asset class is mounting as investors seek to understand environmental, social and governance (ESG) objectives and within private assets. Read more ADAM SIMMS | THURSDAY, 18 NOV 2021 The AS8001 standard was created to provide guidance on corporate governance around fraud and corruption issues due to some large global corporate collapses at the time. AS8001 was one of five standards released to guide boards and senior management ... Read more SOPHIE RENTON | THURSDAY, 18 NOV 2021 This paper comprises an extract from McCrindle Research's Australian Communities Report: Understanding Australian givers to maximise the impact of NFPs. Read more ROBYN LANGSFORD | THURSDAY, 18 NOV 2021 This paper comprises an excerpt from the KPMG Australia and University of Adelaide Transition, diversity and entrepreneurship report of May 2021. This report highlighted some of the issues around family business succession and offered insights into ... Read more JAMES HALLIDAY | THURSDAY, 15 JUL 2021 A modern slavery statement (Statement) is necessary for all Australian entities or entities that carry on business in Australia with a minimum annual consolidated revenue of $100 million. Read more |
Latest News
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
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.