Show Notes
When you think about family wealth down the generations, how do you know when it’s time to call time on the structures that have underpinned the family business, who controls the money, and who makes the decisions? And when it comes to the crunch… what matters most - freedom, or control? In this episode, host Narelle Hooper speaks with Peter Michell, a director of Michell Wool, and a non-executive director of Mutual Trust, and Kirby Rosplock, founder of Family Office consultancy Tamarind Partners, and author of The Complete Family Office Handbook. Both Kirby and Peter have family enterprise connections that stretch back to the 19th century and a lifetime of lived experience through various family office model evolutions. Listen in as they share their insights, knowledge, and uncover the many possibilities that a Family Office can grow into.
Want to know more about the groundbreaking 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.
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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.