We specialise in providing advice that meets the needs of individuals, family groups, businesses, trusts and organisations who require personalised wealth management services. Each has a unique set of circumstances and needs; consequently we have the expertise to provide:

• Estate & Succession Planning Advice
• Investment Planning, Management and Advice
• Treasury Services
• Funds Management
• Custody of Assets
• Taxation, Accounting & Superannuation Advice and Services
• Rural Services
• Specialised Family Office Services
• Philanthropy Advice

The benefits of using our services and products include:  

• Continuity of knowledge and advice across successive generations
• An experienced and trusted team of advisors
• An established and well resourced infrastructure
• Confidentiality
• Intimate and personalised service
• Co-ordination of services
• One Location

Mutual Trust considers that it offers the most comprehensive range of Family Office services available in Australia.