Phil Harkness

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wealth management tax accounting superannuation strategic tax consulting m a transaction services family office services trustee estate services philanthropic services real asset consulting agribusiness succession business consulting family succession wealth transfer ultra high net wealth preservation portfolio construction family dynamics family business consulting next generation development family council governance purposeful giving professional services family office multi-family office family governance family advisory investment strategy responsible investment philanthropy tax compliance accounting services agribusiness services property services trustee services indigenous trusts client relationship management bespoke portfolios long-term wealth preservation intergenerational wealth transfer client-centric solutions investment management financial planning holistic wealth approach community impact cultural heritage integration financial capital growth professional tax advisory educational programs for families conflict resolution in families purpose of wealth effective communication strategies rising generation empowerment complex wealth management customised client solutions philanthropic legacy planning integrated financial services diverse investment opportunities sustainable wealth strategies real estate investment advisory impact investing generational wealth challenges collaborative family structures investment education community giving programs trust management financial services b2b management consulting professional training & coaching