Episode 1

What is a Family Office?

Purpose of Wealth Podcast

About the episode

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 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

Featuring

Narelle Hoope - 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.

Dr. Christopher Graves - Guest

Associate Professor Chris Graves is a Chartered Accountant, and director of the Family Business Education and Research Group [FBERG] at the University of Adelaide Business School. Chris has a Bachelors degree in Accountancy from the former South Australian Institute of Technology, a Masters in Economics from the University of New England, and a PhD from the University of Adelaide. Chris has been serving as an external member of the University Council's 'Audit, Compliance and Risk' sub-committee since 2014.

Jeff Steiner - Guest
Partner, Head of Family Office

Jeff leads Mutual Trust's Family Office, helping high-net-worth families navigate the complexities of intergenerational wealth across ever-changing economic cycles. His mission is to maximise success in preserving, growing and transferring family legacies in a harmonious and orderly way.

With over 25 years of experience in Family Advisory and Family Office management, Jeff is a highly sought after and acknowledged global thought leader in this space. It is this deep expertise in managing family dynamics, combined with a passion for helping families to achieve what matters most which enables our clients to accomplish their long-term goals across all aspects of their wealth.