 RHODRI DAVIES | FRIDAY, 13 DEC 2019 Impact of the US and UK political environments on philanthropy Read more  KERRI MAST | FRIDAY, 18 OCT 2019 Philanthropy has a significant role in the overall planning picture for many families and can have a number of benefits, such as tax benefits, life satisfaction and the opportunity to pass values to the next generation. These benefits are relevant regardless ... Read more  DAVID KNOWLES | TUESDAY, 16 APR 2019 In a must read for philanthropists, Koda Capital marries existing research with its own insights to piece together a detailed picture of how Australians donate. Read more  MICHELLE GORTAN | FRIDAY, 23 NOV 2018 Traditionally, wealth advisers use a succession planning framework. This involves working with the founder (or founders) to look downstream to the next generation for an effective "passing of the baton" strategy. Read more  BETH KANTER | FRIDAY, 13 APR 2018 Today's non-profit marketers must be experts in learning how to shift their organizational culture towards a culture of philanthropy. 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  MICHELLE BALTAZAR | FRIDAY, 18 AUG 2017 Financial Standard's director of media and publisher, Michelle Baltazar, travels to Melbourne to meet the winners of the 2017 Philanthropy Australia Awards. Read more  BARRY LAMBERT | TUESDAY, 3 JAN 2017 Count founder Barry Lambert traces his steps from garbage duty at the Commonwealth Bank to founding one of Australia's most respected accounting networks. Read more  JUSTIN GREINER | WEDNESDAY, 30 NOV 2016 JBWere chief executive Justin Greiner looks back on his journey from selling Coca Cola in the former Soviet Bloc to managing one of the most venerable private wealth institutions in the country. Read more TRUSTED FAMILY | FRIDAY, 20 MAY 2016 We recently held a workshop with a number of our families on how to engage family members using societal impact. These were some of the themes that came out. 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.
Expert Feed
Investing for impact loses some appeal, more education needed
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.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
