Keeping it all in the family: Successfully managing and retaining wealth for and within high net worth families

Prepared by: Mark O’Toole “It’s a process of engagement that you’ve got to start early. Anyone in their forties who’s heading a significant family business that is not thinking in this space and planning for it, in my mind is in terrible trouble” Daniel Grollo, managing director of Grocon Pty … [Read more...]

Creating the right environment – Dr Charles Meredith on working with Mark O’Toole

Ecologist and business owner Dr Charles Meredith saw the value of seeking specialist advice to help grow his business. But it wasn’t until he met Mark O’Toole through a business network that he saw the same principle could be applied to his personal finances. “We see ourselves as having a project … [Read more...]