Purpose of Wealth
Purpose of Wealth
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…Social links:
Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth
In this episode of The Purpose of Wealth, renowned family wealth consultant, educator and psychologist Dr. Jim Grubman sits down with host Narelle Hooper to dismantle the fear-based narratives surrounding intergenerational wealth transfer. Dr. Grubman, co-author of Wealth 3.0, offers a refreshing,…
53:32
Episode 28 Welfare vs Warfare - the life of a modern SFO executive
We know family offices are unique and idiosyncratic. But what about the people that run them? In this episode of Purpose of Wealth, host Narelle Hooper chats with Tammy Hurst, director at Mutual Trust in Adelaide. Tammy has a surprising career journey that stretches from accounting and law, to th…
40:31
Episode 27 Family Stories Part 2 - Damon Kitney
In Episode 24 Family Stories: the Heart of Legacy, host Narelle Hooper spoke to historian Dr Stella Barber about documenting the story of your family, and why it’s so important to family legacy for future generations. In this episode, Narelle returns to the topic with journalist Damon Kitney, who …
23:19
Episode 26 Human Capital: The Real Asset in Family Offices
In this episode of the Purpose of Wealth, we dive into the critical asset that keeps the world of intergenerational wealth management running - human capital. Family offices are unique, idiosyncratic organisations competing with private equity and venture capital in the war for top talent. So how …
57:43
Episode 25 What Matters Most
What does it really take to be a purpose-led organisation? And how do you make it live, breathe, and last? In this episode of Purpose of Wealth, host Narelle Hooper sits with CEO and Managing Partner of Mutual Trust, Phil Harkness and Tracy Conlan, Partner, and Head of Strategy at Mutual Trust. …
49:27
Episode 24 Family Stories: The Heart of Legacy
Have you ever stopped to think about the legacy you’ll leave behind? For entrepreneurial families, legacy is about far more than financial success. It’s about the story behind the wealth. The risks taken, the turning points, the values that guided each decision, and the purpose that cements it all…
37:10Clean
Episode 23 From Checkouts to Cutting‑Edge Tech – how Australian venture capital is growing
What if our biggest planetary problems weren’t just massive risks, but once-in-a-lifetime investment opportunities? Enter the world of private venture investment, entree to some fascinating partnerships that are providing early stage backing for a new generation of companies poised for transformat…
51:30Clean
Episode 22 Purpose of Health
So often in our busy lives health comes second. But when we ask our guests what matters most at the end of each podcast episode, health is one of the top responses. And two fundamental contributors to health - what goes on in your guts and in your lungs - remain a mystery to most of us. In this …
57:38Clean
Episode 21 Your Kids Inherit Your Tax Problems Too
When you think about big life events for your family wealth and business, where does tax rate on the list? It might not be at the top, but it needs to be up there. If not, there’s the risk of losing a big chunk of family capital, and potentially making the kids and grandkids grumpy. In this epis…
43:14
Episode 20 From Gold to Goals: Olympian Peter Antonie on the power of a great team
How great is the feeling when you have a win? According to our guest in this episode of the Purpose of Wealth, it's not just about personal triumph, but about dreaming big, teamwork, discipline, and goal setting. Host Narelle Hooper chats with Peter Antonie OAM, the greatest all-rounder in the his…
49:09