PODCAST · business
Purpose of Wealth
by Mutual Trust
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.
Episodes
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Episode 31 The Black Box and Breaking The Model for Greater Good
We’ve all heard about blended families. But have you heard about blended finance? It's surfacing as a significant trend in philanthropy, to de-risk investment and mobilise larger pools of private capital to benefit community and the environment, and it's helping more families rethink their…
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Episode 30 Family Brew: How Coopers Built a Multigenerational Legacy
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. From...
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Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth
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…
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Episode 28 Welfare vs Warfare - the life of a modern SFO executive
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…
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Episode 27 Family Stories Part 2 - Damon Kitney
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...
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Episode 26 Human Capital: The Real Asset in Family Offices
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...
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Episode 25 What Matters Most
What does it really take to be a purpose-led organisation? And how do you make it live, breathe, and last? In this episode of Purpose of Wealth, host Narelle Hooper sits with CEO and Managing Partner of Mutual Trust, Phil Harkness and Tracy Conlan, Partner, and Head of Strategy at Mutual Trust....
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Episode 24 Family Stories: The Heart of Legacy
Have you ever stopped to think about the legacy you’ll leave behind? For entrepreneurial families, legacy is about far more than financial success. It’s about the story behind the wealth. The risks taken, the turning points, the values that guided each decision, and the purpose that cements it…
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Episode 23 From Checkouts to Cutting‑Edge Tech – how Australian venture capital is growing
What if our biggest planetary problems weren’t just massive risks, but once-in-a-lifetime investment opportunities? Enter the world of private venture investment, entree to some fascinating partnerships that are providing early stage backing for a new generation of companies poised for...
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Episode 22 Purpose of Health
So often in our busy lives health comes second. But when we ask our guests what matters most at the end of each podcast episode, health is one of the top responses. And two fundamental contributors to health - what goes on in your guts and in your lungs - remain a mystery to most of us. In this...
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Episode 21 Your Kids Inherit Your Tax Problems Too
When you think about big life events for your family wealth and business, where does tax rate on the list? It might not be at the top, but it needs to be up there. If not, there’s the risk of losing a big chunk of family capital, and potentially making the kids and grandkids grumpy. In this...
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Episode 20 From Gold to Goals: Olympian Peter Antonie on the power of a great team
How great is the feeling when you have a win? According to our guest in this episode of the Purpose of Wealth, it's not just about personal triumph, but about dreaming big, teamwork, discipline, and goal setting. Host Narelle Hooper chats with Peter Antonie OAM, the greatest all-rounder in the...
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Episode 19 Partners for Prosperity
What do you think makes for success in a relationship? Trust, respect, communication, commitment, compromise - they all sound great on paper. But what about when it comes to trusting your wealth and private family interests in the hands of an advisor? In this episode, host Narelle Hooper jumps on...
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Episode 18 Protecting What Matters Most: Family Safety in a Complex World
What does it take for you and your family to feel safe and secure? If you think about Maslow’s hierarchy of needs, right after food, water, and shelter, comes safety. And sure, high walls, cameras, even a loyal dog might help. But what about the risks you can’t see - the threats you can’t predict...
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Episode 17 The Million Dollar Document
What’s the most powerful document a family can have? What’s the most powerful document a family can have? Most of us would think it's your will - but there’s another important document that can shape your family’s legacy for generations, its a Family Constitution. In this episode, host Narelle...
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Episode 16 Staying Grounded in Great Wealth
How can you and your family stay grounded amidst great wealth? The answer might just lie in purposeful giving. In this episode, host Narelle Hooper chats with Rupert Myer AO and Alice Walter, Partner and Head of Philanthropy at Mutual Trust, about the power of purposeful giving through an...
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Episode 15 The Quest for Impact: Thinking Like an Investor
How generous are you feeling? Philanthropy is a growing feature of family wealth portfolios, and frankly, in a world where there seems no shortage of problems to be solved, it’s a force that needs unleashing. In this episode Narelle Hooper sits down with Peter Yates AM and Ralf Haase to explore…
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Episode 14 Age of the Agitator: Carol Schwartz AO on leadership, impact, and why Jane Fonda still rocks
The dynamics around family wealth are changing, and there’s a bold new force emerging in the great intergenerational wealth transfer. In episode six, Joline Godfrey dropped some clues of what’s coming. She said “we see women at the table and women who are deploying very large amounts of money…
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Episode 13 Freedom or Control? Family Office Model Evolutions
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...
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Episode 12 A New Partner in the Family?
In this episode, we confront the complexities of new love and the family, and what can happen when a clash of ideals turns a love match into a battle for control. Our guest, Coventry Edwards-Pitt says we need to flip our thinking. Covie is Chief Creative Officer & Founder and Director of The…
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Episode 11 Meet the Mac Smiths: Six Generations on the Land
In this episode, host Narelle Hooper grabs a beer with Bob and Nicola Mac Smith at their pub in Cargo, New South Wales for a lively chat about farming, family, and forward-thinking. As fifth-generation farmers, now with the sixth generation, Sam, Jock, and Tom, stepping up - they know firsthand…
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Episode 10 Don’t Let the Tax Tail Wag the Dog
How often do you think about tax? You might think about tax planning and tax effectiveness, but what about the role it plays in our day-to-day life? In this episode of Purpose of Wealth, we sit down with tax expert Kerri Reynolds, Partner at Mutual Trust in Adelaide, to help us navigate a smart...
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Episode 9 The Science and the Art: Investing for Future Generations
How do you invest for multiple generations so you set your family up for success? Turns out there’s a fair bit of science, a sprinkling of art, and it’s pretty good to have nerves of steel too. In this episode we find out how to grow financial capital sustainably to provide for the needs of…
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Episode 8 Sportscar or Honda Civic? Empowering the Rising Gen
Great wealth casts a long shadow for those who have it. You might not think so, but for those who have it, great wealth casts a looonnng shadow. Society heaps praise on the wealth creators, but the inheritors are often seen as people who “got lucky” by birth. This next generation frets it’s…
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Episode 7 Prescribing Prosperity: Simon Reynolds' Story
Imagine this. You’ve spent your childhood growing up in a family business - the whole family lives and breathes it. Then one day the driving force behind the business - your Dad - suddenly gets ill. Seriously ill. What happens next? In this episode of Purpose of Wealth, we take a trip to the...
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Episode 6 ABCD...E for Education
Have you ever thought about why you think about money the way you do? In this episode of Purpose of Wealth, we explore how early money messages shape us, how understanding them is a vital step to clarity about what matters most, and how family members can be empowered by early financial…
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Episode 5 Waiting for the D Bus
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…
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Episode 4 The Wisdom of Elders - Lady Marigold Southey AC
Thanks to the research Why the Modern Family Office Matters, we know that wealthy families have a huge positive social and economic impact on our nation. But lasting impact depends on those families going the distance, prospering over the generations. And an important part of prospering is having...
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Episode 3 Wealth 3.0 - The Mindset Shift
A bit like the evolution of the interweb, wealth advice has gone through some fairly hefty iterations. From a time when it was largely about money and compliance, to approaches that demand a far deeper understanding of family dynamics, as well as a holistic approach to wealth. Where we’re at now...
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Episode 2 Wealth and well-being
We know that families of wealth have a huge ripple effect on the economy - in terms of jobs, entrepreneurship and community impact. But did you know we’re also in the midst of what they call the Great Wealth Transfer? It’s estimated that three and a half trillion dollars of wealth will pass…
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Episode 1 What is a Family Office?
Mutual Trust and the University of Adelaide Business School have recently released ground breaking research Why a Modern Family Office Matters. It’s the first of its kind in Australia to reveal the contributions our wealthiest families make to the nation. You probably know that lasting impact...
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Coming soon: Purpose of Wealth
Episode 1 dropping Monday November 13 2023. 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...
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INTRODUCING - 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),...
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ABOUT THIS SHOW
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.
HOSTED BY
Mutual Trust
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Frequently Asked Questions
How many episodes does Purpose of Wealth have?
Purpose of Wealth currently has 33 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Purpose of Wealth about?
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...
How often does Purpose of Wealth release new episodes?
Purpose of Wealth has 33 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Purpose of Wealth?
You can listen to Purpose of Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Purpose of Wealth?
Purpose of Wealth is created and hosted by Mutual Trust.
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