Episode 4 The Wisdom of Elders - Lady Marigold Southey AC

We’ve all heard about blended families. But have you heard about blended finance?

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.

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.

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 [email protected] Purpose of Wealth is hosted by Narelle Hooper Producer and editor is Samuel Phelps Executive producer is Lauren McWhirter See omnystudio.com/listener for privacy information.

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 [email protected] Purpose of Wealth is hosted by Narelle Hooper Producer and editor is Samuel Phelps Executive producer is Lauren McWhirter See omnystudio.com/listener for privacy information.