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. 

They explore how authentic purpose, when embedded in strategy, culture, operations and governance, yields powerful employee engagement​, customer loyalty​, and superior financial performance. 

In a rare case study, they outline how Mutual Trust’s purpose was defined and activated, and how it guides their approach to helping families navigate wealth across generations.

This conversation reveals how aligning wealth with what truly matters most can transform both organisations, and the families they serve.

 

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

 

What does it really take to be a purpose-led organisation?​ And how do you make it live, breathe, and last?&nbsp;
In this episode of&nbsp;Purpose of Wealth, host <a href="https://www.linkedin.com/in/narellehooper/">Narelle Hooper</a> sits with CEO and Managing Partner of Mutual Trust, <a href="https://www.linkedin.com/in/phil-harkness/">Phil Harkness</a> and&nbsp;<a href="https://www.linkedin.com/in/tracy-conlan-7858309/">Tracy Conlan</a>, Partner, and Head of Strategy at Mutual Trust.&nbsp;
They explore how authentic purpose, when embedded in strategy, culture, operations and governance, yields powerful employee engagement​, customer loyalty​, and superior financial performance.&nbsp;
In a rare case study, they outline how Mutual Trust&rsquo;s purpose was defined and activated, and how it guides their approach to helping families navigate wealth across generations.
This conversation reveals how aligning wealth with what truly matters most can transform both organisations, and the families they serve.
&nbsp;
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&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> Producer and editor is Samuel Phelps&nbsp; Executive producer is Lauren McWhirter
&nbsp;

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 worth leaders and top global experts.

Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now. 

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from <a href="https://www.mutualtrust.com.au/">Mutual Trust</a>, 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 worth leaders and top global experts.
Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now.

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

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 worth leaders and top global experts. 

Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now. 

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from <a href="https://www.mutualtrust.com.au/">Mutual Trust</a>, 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 worth leaders and top global experts. 
Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now.