You’ve invested blood, sweat, tears and hard earned cash into your business. But as much as things might be going OK,  you never know what’s around the corner.

“Nothing is certain except death and taxes”  Benjamin Franklin once said.

In modern life, turns out there’s a multitude of other complicated twists you might also have to deal with - all the D words - Divorce, Defactos, Family Dynamics, Cognitive Decline, and the list goes on.

This brings with it a bunch of legal, financial, and personal considerations, which all come under the heading Succession Planning.

Basically, making sure you are sorted for things that might happen and the one thing we all know definitely will happen. 

So let’s get on board the D Bus and talk through the issues with Australia’s very own Will Whisperer - Eliza Newson, Director - Trustee Services with Mutual Trust in Melbourne. 

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 

You’ve invested blood, sweat, tears and hard earned cash into your business. But as much as things might be going OK,  you never know what’s around the corner.
“Nothing is certain except death and taxes”  Benjamin Franklin once said.
In modern life, turns out there’s a multitude of other complicated twists you might also have to deal with - all the D words - Divorce, Defactos, Family Dynamics, Cognitive Decline, and the list goes on.
This brings with it a bunch of legal, financial, and personal considerations, which all come under the heading Succession Planning.
Basically, making sure you are sorted for things that might happen and the one thing we all know definitely will happen. 
So let’s get on board the D Bus and talk through the issues with Australia’s very own Will Whisperer - <a href="https://www.linkedin.com/in/eliza-newson/?originalSubdomain=au">Eliza Newson</a>, Director - Trustee Services with Mutual Trust in Melbourne. 
Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to <a href="http://www.mutualtrust.com.au">mutualtrust.com.au</a> - or email us at <a href="mailto:purposeofwealth@mutualtrust.com.au">purposeofwealth@mutualtrust.com.au</a>  
Purpose of Wealth is hosted by Narelle Hooper Producer and editor is Samuel Phelps 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.

Eliza Newson chats with Narelle Hooper about what you should be paying attention to when organising your succession planning