Boutique advice firm makes philanthropy hire

Self-licensed advice practice MGD has strengthened its leadership team with the appointment of a new director of social investment and philanthropy.

Mark Herbertt will join the practice, working with clients to “ensure their financial resources are best utilised to achieve their philanthropic objectives” in a manner that fits with their overall financial strategy.

“Social investment and philanthropy are a key element in not only our firm but in many of our clients’ overall wealth management strategies,” said MGD chief executive John Barton.

“Mark’s deep understanding of the trends, challenges and various funding approaches within the Australian and international philanthropic sector will enable our firm to continue offering our clients tailored, integrated solutions that are aligned with their objectives, including their philanthropic aspirations.”

Mr Herbertt, who previously served as Queensland director for philanthropic organisation Social Ventures Australia, said he was eager to work with the firm to assist clients incorporate charitable ambitions into their financial lives.

“For many individuals and families, philanthropy sits at the heart of their financial strategy. I look forward to working with the MGD team to support and guide our clients in making their philanthropic vision a reality and a key piece of their total wealth management strategy,” he said.

Advertisement
Advertisement
Boutique advice firm makes philanthropy hire
Philanthropy, MDG, boutique advice firm, self-licensed advice firm, Mark Herbertt, John Barton
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.