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.

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.

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 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 28 Welfare vs Warfare - the life of a modern SFO executive

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 has intimate experience telling the stories of the challenges and triumphs behind some of Australia's best-known families (James Packer, Warren Anderson, Lindsay Fox, Carol and Alan Schwartz, Kerry Stokes, Jennifer Nason, the Wilson family and many more).

They chat about the motivations and tensions in documenting and preserving intergenerational wealth, entrepreneurial resilience and the role of humility and communication in successful wealth transfer.

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 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&rsquo;s so important to family legacy for future generations.
In this episode, Narelle returns to the topic with journalist <a href="https://www.linkedin.com/in/damon-kitney-6b8a7039/">Damon Kitney</a>, who has intimate experience telling the stories of the challenges and triumphs behind some of Australia's best-known families (<a href="https://harpercollins.com.au/products/9781460710555_the-price-of-fortune-the-untold-story-of-being-james-packer">James Packer</a>, Warren Anderson, Lindsay Fox, Carol and Alan Schwartz, Kerry Stokes, Jennifer Nason, the Wilson family and many more).
They chat about the motivations and tensions in documenting and preserving intergenerational wealth, entrepreneurial resilience and the role of humility and communication in successful wealth transfer.
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 27 Family Stories Part 2 - Damon Kitney

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 do you find, attract, and retain the trusted advisors with the right skills and capabilities for the long term?

Host Narelle Hooper chats with Brian Adams, President of Mack International, and Damian Bowden, Mutual Trust's Head of People, Culture, Marketing & Communications, about how families can set themselves up for success in the specialised art of family office recruitment.

 

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, 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 do you find, attract, and retain the trusted advisors with the right skills and capabilities for the long term?
Host Narelle Hooper chats with <a href="https://www.mackinternational.com/experience/brian-c-adams/">Brian Adams</a>, President of <a href="https://www.mackinternational.com/">Mack International</a>, and <a href="https://www.linkedin.com/in/damian-bowden-7904b616/">Damian Bowden</a>, <a href="https://www.mutualtrust.com.au/">Mutual Trust</a>'s Head of People, Culture, Marketing &amp; Communications, about how families can set themselves up for success in the specialised art of family office recruitment.
&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;

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

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