mutualtrust

You’ve invested blood, sweat, tears and hard earned cash into your business. But as much as things might be going OK,  you never know what’s around the corner.

“Nothing is certain except death and taxes”  Benjamin Franklin once said.

In modern life, turns out there’s a multitude of other complicated twists you might also have to deal with - all the D words - Divorce, Defactos, Family Dynamics, Cognitive Decline, and the list goes on.

This brings with it a bunch of legal, financial, and personal considerations, which all come under the heading Succession Planning.

Basically, making sure you are sorted for things that might happen and the one thing we all know definitely will happen. 

So let’s get on board the D Bus and talk through the issues with Australia’s very own Will Whisperer - Eliza Newson, Director - Trustee Services with Mutual Trust in Melbourne. 

Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au 

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive Producer is Lauren McWhirter 

See omnystudio.com/listener for privacy information.

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 special episode of Purpose of Wealth, host Narelle Hooper sits down with Lady Marigold Southey, the daughter of one of Australia’s most significant retail empires.

How has the Myer family built and maintained such a substantial business and philanthropic legacy into its fifth generation? What is the glue that keeps the family together?

You’ll find out from Lady Marigold Merlyn Baillieu Southey AC herself. 

Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au 

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps 
Executive Producer is Lauren McWhirter

See omnystudio.com/listener for privacy information.