Speakers
Rob Hemphill
Rob Hemphill, Angela Rutherford
This session explores how families can move beyond the financial dimensions of wealth to define what matters most, and translate that purpose into a practical family strategy. Through Mutual Trust's Gemstone framework and lived examples, families will reflect on the priorities, conversations and structures needed to support lasting intergenerational impact. Hear from shared learnings, experiences and case studies to understand why successful wealth transfer depends on shared purpose, family alignment and practical decision-making, not financial management alone. Explore how a clear Purpose of Wealth can guide family strategy, governance, and succession across generations. Use the Mutual Trust Gemstone as a practical tool to identify family priorities.
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.
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.