Financial independence goes beyond just having money; it’s the ability to live life on your terms, without worrying about financial constraints. It allows you to make choices driven by passion and purpose rather than necessity. By striving for financial independence, we open up opportunities for growth, innovation and impact, not only for ourselves but also for future generations.
This rationale is why Wigmore Australian member firm, Mutual Trust, developed their new Purpose of Wealth podcast series.
We are delighted to share with you Episode 1 on ‘What is a family office?’.
Episode 1 – Introduction
You probably know that lasting impact depends on families going the distance, protecting and growing their wealth over generations.
But that’s not a guarantee, and more often than not family wealth transfers go wrong. This is where the value of a Family Office comes in.
In this first episode of Purpose of Wealth, you’ll learn some surprising facts about the impact of family wealth in Australia, and bust open some secrets on how successful families do it, as host Narelle Hooper speaks with Associate Professor, Dr. Christopher Graves, director of the Family Business Education and Research Group at the University of Adelaide Business School and Jeff Steiner, Mutual Trust’s head of Family Office.
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.
Click below to listen on Spotify, or view the series in full on Mutual Trust’s website by clicking here.