New Zealand Family Office Summit: Private Wealth Insights

Phil McCaw

Founding Partner, Movac

Phil is one of the early pioneers of the New Zealand angel investment sector. He was a founding partner of Movac, and one of the first investors in Trademe. Phil's passion is working with talented and motivated businesspeople to bring their ideas to market. He is a hands-on investor who specialises in getting into the trenches and helping bulldoze through the tough first three years of business. He has at times been director, chairman and chief executive of different Movac-backed ventures.

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Kamini Reddy

Director, Reddy Group

Kamini is a Director at Reddy Group, and a key lead to the finance, corporate affairs, and strategy functions. With a wealth of global experience, she has held senior finance roles at Hilton Worldwide (Asia), Fonterra, and Ernst & Young across New York, London, and Auckland. Kamini is a member of Chartered Accountants Australia and New Zealand and the Australian Institute of Directors. She contributes her expertise to several boards, including Bank of Baroda (New Zealand) Ltd and Jetwing Symphony PLC in Sri Lanka.

A graduate of the Owner-President Management (OPM) program at Harvard Business School, Kamini also holds a Bachelor of Commerce and a Bachelor of Arts, double majoring in Accounting and Japanese from the University of Auckland. Her extensive experience and strategic insight support our commitment to empowering communities across New Zealand, Fiji, and the South Pacific.

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Arun Abey AM

Executive Chairman, Walsh Bay Partners

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Gary McConaghy

Managing Director, McConaghy Properties Pty Ltd

Gary is the Managing Director of McConaghy Properties where he is responsible for the future vision and direction of the McConaghy Family Corporation including the McConaghy Family Office and the family’s current and future investments. 

Gary oversees all Governance requirements for McConaghy Properties and the McConaghy Family Office. Prior to joining McConaghy Properties, Gary held senior development, design and construction roles within Lend Lease Australia.   

Gary joined McConaghy Properties in 2004 and worked alongside Jim McConaghy, the Chairman and Founder. After 10 years working across and leading every department within the business, Gary commenced in the role of CEO in 2014.
 

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Dr Sean Simpson

Founder, LanzaTech

Dr. Sean Simpson is the founder of LanzaTech, a company that proposed, developed and commercialised a sustainable fuel and chemical production process, and became a global leader in gas fermentation. Dr. Simpson has over 20 publications and 300 patents. He has received a number of awards including the Presidential Green Chemistry Award, NZ Innovator of the Year Award, and the Kea NZ World Class New Zealander in Science Award.

Since leaving LanzaTech, Dr Simpson has co-founded Ternary Kinetics, a company delivering a system to deliver low-cost, zero emission power through the liquid fuel infrastructure. He sits on the Board of Mint Innovation, Nilo, and Outset Ventures, and is a scientific advisor to Samsara Eco.

Dr Simpson will share insights into Deep Tech technologies being developed and emerging in New Zealand, and their potential for global impact.

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Dr Katherine Hunt

Family Adviser, Ethicist, PhD in Law & Economics

Dr Katherine Hunt is one of the world's most engaging voices on decision-making — where psychology meets performance. Her particular fascination is how families decide: the choices around relationships, rituals and values, legacy, investment and balance that quietly determine whether wealth compounds across generations or erodes. Working closely with families of significant wealth and the advisers who serve them, she brings scholarly depth without sanctimony — a former tenured academic at Griffith University, author of definitive texts on professional ethics, with a PhD spanning law, economics and finance. Across 650 audiences on six continents, she turns values into velocity, and ideas into action families actually use.

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Alan Duncan

Founder and Executive Director, Private Wealth Network

Alan is a Co-Founder and Executive Director of Private Wealth Network, having previously founded and run an events and media business catering to high-end corporate and private clients.He spent some years working for The Economist Group in Japan, Europe, the Middle East and Africa facilitating government and industry dialogues. Alan provided commentary on economic and business matters as well as running conference, research and corporate membership businesses.

He holds an Executive MBA from the Philadelphia based Temple University (Tokyo Campus) and a Bachelor of Arts from Newcastle University, Australia. Alan is Chair of Impact100 Sydney, a community-based collective giving program.

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Rob Hemphill

Head of Development & Partner, Family Office Advisory, Mutual Trust

As Head of Development, Rob leads Mutual Trust’s business and product development initiatives. His strategic mindset and passion for growth fosters the creation of insightful client solutions across his high performing team.

Rob is also a Partner, Family Office Advisory . In this capacity he leverages his 25 years of experience to provide integrated strategic advice to high -net worth families, helping them to achieve their objectives through the development of bespoke solutions.

What matters most to Rob at Mutual Trust is helping families uncover what is important to them and building deep relationships with these clients, along with working with great team members and mentoring them to learn and grow in their careers.

Prior to joining Mutual Trust in 2004, Rob held roles with Grant Thornton and HSBC.

Rob holds a Bachelor of Business from Charles Sturt University, is a Chartered Accountant and registered tax agent.

Outside of Mutual Trust, Rob is an avid Collingwood supporter, often attending matches with his three daughters . Rob also enjoys keeping fit and active.

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Costa Katsoulis

Co-Founder and Director, St Pierre’s International

Costa Katsoulis, the second of four brothers, holds a Bachelor of Commerce from Victoria University of Wellington and has dedicated 42 years to growing the business. As Director of Property and Development, he has overseen national expansion and infrastructure projects, helping transform the company from a single retail store into a well-recognised New Zealand brand. He is also the proud father of two children, Georgia and Ari.

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Nick Katsoulis

Co-Founder and Director, St Pierre’s International

Nick Katsoulis has led the company’s marketing and brand development for decades. He played a key role in shaping the sushi concept through regular visits to Japan over the past 35 years and has helped launch complementary brands including Bento Bowl and K10. Nick is passionate about menu innovation, customer experience, and long-term strategic planning, ensuring the business continues to evolve while staying true to its family values.

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Perry Katsoulis

Co-Founder, Director & CFO, St Pierre’s International

No bio provided

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Sandy Kimpton

Adviser, Family Business & Governance Specialist, Kimpton & Co

Driven by a passion to see individuals, businesses and families succeed over the long term.

Sandy's had extensive experience working within multi generational high net worth families. Naturally a person seeing potential with capability to envisage long range opportunities, she's had many years of witnessing the good, bad and ugly that can occur within families when business gets in the way.

Sandy brings a practical, holistic and values based approach to thinking across generations. She possesses the business, executive and governance skills to know what is needed to bring it all together and cohesively assist the individuals and families to move towards their potential future.

By professional training, Sandy is a qualified accountant and chartered member of the NZ Institute of Directors with additional training in executive leadership from Stanford University. Her executive roles have included; Director, CFO over larger family groupings, Commercial and Finance management roles, encompassing a range of leadership, management, financial and governance responsibilities.

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Michael Masterson

Peer Group Chair, PWN

Michael is a sought after global speaker and a Principal at Intrinsika, a global intrinsic & intangible asset advisory, valuation, and corporate finance specialist that helps companies and investors unlock their competitive edge by identifying, valuing, and monetising their intrinsic assets. This has included working with the founders of Airtrunk and Aegros as startups, who are both multi-billion dollar companies (AirTrunk recently exited for $24b). He is an IAM300 & Strategy 300 Global Leader ranking him as one of the world’s top IP strategists. Michael is also the founder of several successful start-ups; and has been integral to turning around two mid-sized companies in the logistics and FMCG sectors, taking both from significant losses to profit within nine months. He is on several private company Boards and sits on the Board of Cure Brain Cancer, which was named by the AFR as the most Innovative Charity and the 25th most Innovative Organisation. He is also a co-founder of the Growth Capital Club. 

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Joanne McCrae

Peer Group Chair, PWN

Joanne is a trustee, director, and facilitator of large family enterprises, passionate about helping families thrive with wealth. She was a Partner at Deloitte for over 25 years, including a decade leading New Zealand’s Family Enterprise Consulting practice, working closely with families of significant wealth to support their businesses and succession and governance structures. Joanne’s chairing style encourages meaningful, relevant discussions and active participation from all Members. She fosters shared learning through listening and open dialogue, drawing out diverse perspectives to create rich, collaborative conversations, while recognising the unique needs of each family.
 

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Philip Pryor

Specialised Family Adviser, CEO & Founder, Family Business Central

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Angela Rutherford

Partner, Family Office Advisory, Mutual Trust

Angela is a Partner in the Family Office Advisory 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.

What matters most to Angela at Mutual Trust is contributing to a culture of inclusion, along with being surrounded by likeminded colleagues who want to make a difference and helping families navigate succession and the transition of family wealth and the challenges which can arise.

Prior to joining Mutual Trust in 2019, Angela was the long-term Managing Director of a prominent philanthropic Melbourne family. Angela’s role in the Single-Family Office was to meet the varied needs and expectations of the multi-generational family members including financial, philanthropic and non-financial and personal interests.

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

Outside of Mutual Trust, Angela’s family matters most to her, spending time with her husband and daughters and their partners as well as her extended family and aging parents, usually over a meal.

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