Mutual Trust Pty Ltd provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits, and individuals. The company focuses on building purposeful, long-term relationships with clients to help preserve and grow their wealth for future generations. Through a collaborative approach, Mutual Trust empowers clients to create a lasting positive impact for their families and wider communities.
Founded on a philosophy of integrity and shared purpose, Mutual Trust emphasizes the importance of working together for mutual benefit. The company’s approach to managing significant family wealth involves careful planning, deep engagement across generations, and establishing a clear vision for the purpose of wealth. By creating and executing tailored Family Strategies, Mutual Trust aims to help families achieve their Purpose of Wealth for generations to come.
With a team of over 50 specialists and a strong heritage in managing family wealth, Mutual Trust goes beyond offering premium investment management services. The company considers each client’s Purpose of Wealth, balance sheet, lifestyle requirements, and tax position to deliver comprehensive wealth advice. By supporting Family Offices and serving successful wealthy families across generations, Mutual Trust aims to help clients make a positive social and economic contribution to the broader community while ensuring long-term success for their families.