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. 

They explore how authentic purpose, when embedded in strategy, culture, operations and governance, yields powerful employee engagement​, customer loyalty​, and superior financial performance. 

In a rare case study, they outline how Mutual Trust’s purpose was defined and activated, and how it guides their approach to helping families navigate wealth across generations.

This conversation reveals how aligning wealth with what truly matters most can transform both organisations, and the families they serve.

 

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

 

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