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 31 The Black Box and Breaking The Model for Greater Good
We’ve all heard about blended families. But have you heard about blended finance? It's surfacing as a significant trend in philanthropy, to de-risk investment and mobilise larger pools of private capital to benefit community and the environment, and it's helping more families rethink their appro…
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Episode 30 Family Brew: How Coopers Built a Multigenerational Legacy
What’s the secret to building an enduring family legacy that spans over 160 years? In this episode of The Purpose of Wealth, fifth and sixth generation members of the iconic Coopers Brewery, Melanie Cooper and Andrew Cooper share some of the highs, lows, and lessons with host Narelle Hooper. Fro…
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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,…
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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…
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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 …
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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 …
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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. …
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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…
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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…
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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 …
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