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 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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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…
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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…
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Episode 19 Partners for Prosperity
What do you think makes for success in a relationship? Trust, respect, communication, commitment, compromise - they all sound great on paper. But what about when it comes to trusting your wealth and private family interests in the hands of an advisor? In this episode, host Narelle Hooper jumps on …
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Episode 18 Protecting What Matters Most: Family Safety in a Complex World
What does it take for you and your family to feel safe and secure? If you think about Maslow’s hierarchy of needs, right after food, water, and shelter, comes safety. And sure, high walls, cameras, even a loyal dog might help. But what about the risks you can’t see - the threats you can’t predict …
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Episode 17 The Million Dollar Document
What’s the most powerful document a family can have? What’s the most powerful document a family can have? Most of us would think it's your will - but there’s another important document that can shape your family’s legacy for generations, its a Family Constitution. In this episode, host Narelle…
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Episode 16 Staying Grounded in Great Wealth
How can you and your family stay grounded amidst great wealth? The answer might just lie in purposeful giving. In this episode, host Narelle Hooper chats with Rupert Myer AO and Alice Walter, Partner and Head of Philanthropy at Mutual Trust, about the power of purposeful giving through an interg…
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Episode 15 The Quest for Impact: Thinking Like an Investor
How generous are you feeling? Philanthropy is a growing feature of family wealth portfolios, and frankly, in a world where there seems no shortage of problems to be solved, it’s a force that needs unleashing. In this episode Narelle Hooper sits down with Peter Yates AM and Ralf Haaseto explor…
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Episode 14 Age of the Agitator: Carol Schwartz AO on leadership, impact, and why Jane Fonda still rocks
The dynamics around family wealth are changing, and there’s a bold new force emerging in the great intergenerational wealth transfer. In episode six, Joline Godfrey dropped some clues of what’s coming. She said “we see women at the table and women who are deploying very large amounts of money, an…
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Episode 13 Freedom or Control? Family Office Model Evolutions
When you think about family wealth down the generations, how do you know when it’s time to call time on the structures that have underpinned the family business, who controls the money, and who makes the decisions? And when it comes to the crunch… what matters most - freedom, or control? In thi…
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