Showing 1 to 10 of 35 articles: ROBIN DODOKIN | THURSDAY, 13 JUL 2023 Early preventative measures can save time, reduce costs and preserve much-needed family unity. Read more HELENA ROBERTSSON | FRIDAY, 16 JUN 2023 The 2023 EY and University of St.Gallen Family Business Index, based on a global ranking of 500 family-owned businesses according to their revenues, reveals the largest family enterprises are growing faster than the global economy. Read more MARIUS HOLZER , COURTNEY COLLETTE | THURSDAY, 13 APR 2023 Wealthy families have a lot of complexity to manage. Read more ROBYN LANGSFORD | FRIDAY, 18 NOV 2022 This paper comprises excerpts from a joint KPMG - The Table Club (TTC) Wealth in transition: Family offices in plain view report of October 2021, detailing findings from a survey conducted in late 2020 to early 2021. Read more GAVIN DEBONO | THURSDAY, 16 DEC 2021 This paper comprises extracts from Pitcher Partners' second Business radar: understanding the businesses that drive Australia's economy report. The report presented findings from study commissioned early 2021 and undertaken by research consultancy Forethought ... Read more TAYYAB MOHAMAD , PAUL WESTALL | FRIDAY, 18 JUN 2021 This paper comprises excerpts from Agreus Group's 2021 global family office bonus benchmark report. It explores how family office professionals were awarded a bonus this season, including the structure, drivers, methodology and size. Further, it examines ... Read more STEVE SHULTZ | WEDNESDAY, 12 MAY 2021 COVID-19 has shown how transitions of family values, business and wealth deserve thoughtful attention now more than ever. Read more GAVIN DEBONO | FRIDAY, 12 MAR 2021 It is generally understood that a career will come with a range of strategic and emotional considerations. Do you get on with your boss and your co-workers? Do you have job satisfaction? Do you feel supported in your career progression? Read more DANIEL BERICK | FRIDAY, 9 OCT 2020 Recognising and taking steps to address the 'entitlement trap' is a challenge that is as old as the family unit itself. 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.