Purpose of Wealth

Thanks to the research Why the Modern Family Office Matters , we know that wealthy families have a huge positive social and economic impact on our nation. But lasting impact depends on those families going the distance, prospering over the generations. And an important part of prospering is having open conversations about the challenges of wealth transfers, and sharing family history.  In this spe...

A bit like the evolution of the interweb, wealth advice has gone through some fairly hefty iterations. From a time when it was largely about money and compliance, to approaches that demand a far deeper understanding of family dynamics, as well as a holistic approach to wealth.  Where we’re at now has been termed Wealth 3.0. It involves a pretty big mindset shift - not only for founders and family...

We know that families of wealth have a huge ripple effect on the economy - in terms of jobs, entrepreneurship and community impact. But did you know we’re also in the midst of what they call the Great Wealth Transfer? It’s estimated that three and a half trillion dollars of wealth will pass between generations in Australia over the next two decades, and it's already begun.  But there’s a huge poin...

Mutual Trust and the University of Adelaide Business School have recently released ground breaking research Why a Modern Family Office Matters . It’s the first of its kind in Australia to reveal the contributions our wealthiest families make to the nation.  You probably know that lasting impact depends on families going the distance, protecting and growing their wealth over generations.  But that'...

Episode 1 dropping Monday November 13 2023.  Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust , Australia’s leading modern Multi-Family Office. Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, N...

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust , Australia’s leading modern Multi-Family Office. Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net wo...