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, positive-psychology-based approach to family wealth. We’ll tackle a longtime trope, ring the Dr Jim helpline, and get a mini masterclass in negotiation between the generations. That way you can find harmony (in the family choir).

Plus, Dr Jim shares three key questions to help your family adapt to change and help build a legacy grounded in values, communication, and intentional stewardship.

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

In this episode of The Purpose of Wealth, renowned family wealth consultant, educator and psychologist <a href="https://www.linkedin.com/in/jim-grubman-80b4289/">Dr. Jim Grubman</a> sits down with host <a href="https://www.linkedin.com/in/narellehooper/">Narelle Hooper</a> to dismantle the fear-based narratives surrounding intergenerational wealth transfer. Dr. Grubman, co-author of <a href="https://jamesgrubman.com/books/">Wealth 3.0,</a> offers a refreshing, positive-psychology-based approach to family wealth. We&rsquo;ll tackle a longtime trope, ring the Dr Jim helpline, and get a mini masterclass in negotiation between the generations. That way you can find harmony (in the family choir).
Plus, Dr Jim shares three key questions to help your family adapt to change and help build a legacy grounded in values, communication, and intentional stewardship.
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

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.

Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth

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 approach to giving so they can have more impact. 



In this episode host Narelle Hooper speaks with Victoria Stoddard and Alan Schwartz AO. 



Victoria is Director of Philanthropy at Mutual Trust whose role helps bridge the worlds of NFPs and private wealth. Alan is Chair of Trawalla Group, and describes himself as a “Capitalist, Philanthropist and Social Activist”. And as we discover, Alan’s on a mission. 



For more information on Transition Accelerator, head to transitionaccelerator.com.au 

And the Trawalla Group at trawallagroup.com.au



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

We&rsquo;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 approach to giving so they can have more impact.&nbsp; 
In this episode host <a href="https://www.linkedin.com/in/narellehooper/">Narelle Hooper</a> speaks with Victoria Stoddard and Alan Schwartz AO.&nbsp; 
Victoria is Director of Philanthropy at Mutual Trust whose role helps bridge the worlds of NFPs and private wealth. Alan is Chair of Trawalla Group, and describes himself as a &ldquo;Capitalist, Philanthropist and Social Activist&rdquo;. And as we discover, Alan&rsquo;s on a mission.&nbsp; 
For more information on Transition Accelerator, head to&nbsp;<a href="https://www.transitionaccelerator.com.au/" data-auth="NotApplicable" data-linkindex="12">transitionaccelerator.com.au</a>&nbsp;
And the Trawalla Group at&nbsp;<a href="https://trawallagroup.com.au/" data-auth="NotApplicable" data-linkindex="13">trawallagroup.com.au</a> 
Purpose of Wealth is hosted by <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

Episode 31 The Black Box and Breaking The Model for Greater Good

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.

From its early beginnings in Adelaide in 1862 when founder Thomas Cooper brewed up an ale as a tonic for his sick wife Ann, Coopers is now Australia's largest independent family-owned brewer, brewing more than 80 million litres a year with its sights set on sustainable growth and impact.

Discover how this iconic Australian family keeps its entrepreneurial spirit (or should that be ale?) alive and kicking.

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&rsquo;s the secret to building an enduring family legacy that spans over 160 years?&nbsp;
In this episode of The Purpose of Wealth, fifth and sixth generation members of the iconic <a href="https://coopers.com.au/">Coopers Brewery</a>, <a href="https://coopers.com.au/pages/profile-melanie-cooper-am">Melanie Cooper</a> and <a href="https://coopers.com.au/pages/profile-andrew-cooper">Andrew Cooper</a> share some of the highs, lows, and lessons with host <a href="https://www.linkedin.com/in/narellehooper/">Narelle Hooper</a>. From its early beginnings in Adelaide in 1862 when founder Thomas Cooper brewed up an ale as a tonic for his sick wife Ann, Coopers is now Australia's largest independent family-owned brewer, brewing more than 80 million litres a year with its sights set on sustainable growth and impact.
Discover how this iconic Australian family keeps its entrepreneurial spirit (or should that be ale?) alive and kicking.
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

Episode 30 Family Brew: How Coopers Built a Multigenerational Legacy 

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 the Royal Navy, to starting and running a single-family office (SFO) from scratch. 

Tammy shares her personal experiences from her career managing complex family affairs, the challenging conversations required to guide families through tough investment decisions and some valuable lessons from military leadership training.

Plus, if you ever face a logistical challenge of moving an elderly cat across continents, Tammy's your person.

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

We know family offices are unique and idiosyncratic. But what about the people that run them?&nbsp;
In this episode of Purpose of Wealth, host <a href="https://www.linkedin.com/in/narellehooper/">Narelle Hooper </a>chats with <a href="https://www.linkedin.com/in/tammy-hurst-080b6841/">Tammy Hurst</a>, director at Mutual Trust in Adelaide. Tammy has a surprising career journey that stretches from accounting and law, to the Royal Navy, to starting and running a single-family office (SFO) from scratch.&nbsp;
Tammy shares her personal experiences from her career managing complex family affairs, the challenging conversations required to guide families through tough investment decisions and some valuable lessons from military leadership training.
Plus, if you ever face a&nbsp;logistical challenge of moving an elderly cat across continents, Tammy's your person.
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

Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth

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