Episode 19

Partners for Prosperity

Purpose of Wealth Podcast

About the episode

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 board a 27-year-old partnership to chat with John Calvert-Jones, the sage of family office SeaFirst Australia. John has been a dynamic force in business, philanthropy, sports, politics, and the arts for decades. By his side is Angela Rutherford, Partner, Family Office at Mutual Trust. In this rare opportunity, Narelle, Angela, and John discuss the ins and outs of setting up the family office, the move to Mutual Trust, and what’s the secret to making a successful advisor partnership stick.

Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Angela Rutherford - Guest

Angela is a Partner in the Family Office team at Mutual Trust, assisting families with succession planning, asset protection, governance and decision-making, education and philanthropy.

Angela has over 25 years’ experience working with multi-generational families, providing leadership and direction across the design and delivery of financial and non-financial outcomes. This includes implementing strategies for managing family dynamics and guidance for succession planning, transfer of wealth and engagement of the next generation in preparation for transfer of ownership and control.

Angela is a Chartered Accountant and a member of the Australian Institute of Company Directors.

John Calvert-Jones - Guest

John Calvert-Jones is the Executive Chairman of Seafirst Australia Pty Ltd, a family investment company.

He was educated at the Royal Military Academy, Sandhurst and served with the British Army in Malaysia, West Germany and the United Kingdom.

After emigrating to Australia in 1965, John embarked on a career in finance; first as a journalist with The Australian, then as a stockbroker with Cortis and Carr. He later became Chairman and Managing Director of Prudential Bache Securities (Australia) Limited, a subsidiary of Prudential Securities Inc. of the USA, and a Member and Vice Chairman of the Stock Exchange of Melbourne (subsequently became Australian Stock Exchange).

Leadership contributions to the community include member of the Council of the National Gallery of Australia, the Bionic Ear Institute, The Australian Ballet, Australian Drug Foundation, the Young Endeavour Youth Scheme and the Rural Education Program, the Advisory Council for Children with Impaired Hearing, Victorian Deafness Telethon and Lauriston Girls School.