Showing 11 to 20 of 22 articles: 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 OMER SOKER | WEDNESDAY, 12 MAY 2021 Differences in perspectives between boards and CEOs can undermine the quality of their relationships. Unaddressed, opposing viewpoints can escalate quickly. The title of an early Tom Cruise mega-movie sums this up perfectly-Risky Business. Read more CHRIS MCCAFFERY | WEDNESDAY, 10 FEB 2021 One of the core obligations which exist in company law concerns the duties which directors have to their companies. These duties arise both out of the general law and legislation. Read more ANDREW SALLWAY , SHAUN MCKINNON | FRIDAY, 15 JAN 2021 Fundamental changes to the Australian business environment in a short period as a result of the coronavirus (COVID-19) pandemic are clearly evident, with many business owners asking what's next. Read more PAUL SILLS | FRIDAY, 17 APR 2020 Most people consider themselves rational, openminded thinkers, making ethical decisions in an objective, non-biased fashion. Sadly, that is rarely true as we are all susceptible to a multitude of cognitive biases. Our decisions are shaped by emotional ... Read more DANIEL BERICK | FRIDAY, 13 DEC 2019 As is the case with any sophisticated business enterprise, a family office will have a variety of legal needs to address in the course of its operations, and will need legal advice from specialists across a wide range of specific substantive legal areas. ... Read more JONATHAN STEFFANONI , DESIREE LUCCHESE | FRIDAY, 22 JUN 2018 In a 1970 article in the New York Times magazine, Nobel Laureate and late University of Chicago professor Milton Friedman pronounced that the social responsibility of business is to increase its profits. Read more DAVID WILSON | TUESDAY, 5 NOV 2013 A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth. Any firm that provides investment advice only to family members, is wholly owned and controlled by family ... Read more BRAD SCOTT | TUESDAY, 5 NOV 2013 Far from simply creating a comfortable existence, managing significant wealth can be one of the most difficult roles a person undertakes. Read more |
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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.