Families - Insights


Three key challenges facing wealthy Australian families

by Jeff Steiner Families

Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind concerns for many families as they plan their …

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Wealth & well-being: How can you help your family find happiness?

by Elizabeth Goldfinch Next Gen, Families

There is an age-old saying that money can’t buy happiness which is often heard, but just as often scoffed at. But in the book “What Happy People Know” by Dan Baker, Dan affirms that “The fact is that wealthy people …

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Interview: The benefits of a family constitution

by Brad Simmons Family Governance & Succession, Families

Brad Simmons discusses how family constitutions can enable family communication and provide decision making structures to facilitate stronger family dynamics.

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Interview: How to educate the next generation

by Elizabeth Goldfinch Next Gen, Families

Elizabeth Goldfinch shares her expertise on the best methods to implement when educating the next generation of wealth inheritors.

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Interview: Establishing a Family Office

by Jeff Steiner Families

Jeff Steiner shares insights into what a ‘Family Office’ is and how it can benefit a family.  

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The 10 most common employment mistakes in family business

by Brad Simmons Families, Business & Enterprise

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved – and the breakdowns in communication and trust that can result – contribute significantly to the alarmingly high …

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Four ways our investor portal provides you with a greater understanding of your overall consolidated financial position

by Tanya Vanderpoel Private Clients, Families

Do you have access to timely, relevant and accurate portfolio information when making investment decisions? Mutual Trust has invested significant resources to develop an Investor Portal to provide families with a comprehensive and flexible dashboard to review portfolio assets and …

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Building a Family Office with outcomes in mind

by Jeff Steiner Families

We are often asked “so what is a family office anyway and does my family actually need one?” The short answer, as with many questions in life, is “It depends”.The question is a perfectly legitimate one – there is plenty …

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Eight questions to ask your investment advisor before taking the plunge

by Jono Gourlay Private Clients, Families

Jono Gourlay outlines some of the key criteria successful families should consider when they are selecting an appropriate advisor to manage their wealth over the long term. How do you ensure the wealth management strategy will achieve the long term …

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