Private Clients - Insights


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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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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Six tell-tale signs of inefficient and ineffective family office reporting

by Brad Simmons Private Clients, Families, Business & Enterprise

Family offices need to rethink their approach to financial administration and reporting, or risk missing the mark with their owners, writes Brad Simmons. First, a warning. For teams running a family office, the following figures don’t make pretty reading. Research …

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Beware the US tax system

by James Anthony Private Clients, Business & Enterprise

As we become more global in our approach to investment, so too does our exposure to international tax regimes. The United States (US) is one of the world’s most complex tax systems. It taxes its citizens on their worldwide income …

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The five step approach to property investment decision making

by Andrew Walsh Private Clients, Families

Mutual Trust provides advice across multiple asset classes including: cash; fixed interest; shares; alternative assets and property. Often clients will come to us with existing property assets which typically will include lifestyle orientated assets such as a family or holiday …

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The importance of planning ahead

by Craig Retallack Private Clients, Families

One of the most important things I value in my career is the ‘absolute trust’ placed with me to guide families through the financial aspects of life’s journey. Increasingly, we are witness to families who have lost a spouse or …

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Five reasons families are appointing professional trustees

by Lucie McKenna Private Clients, Families

The death of a loved one is a difficult and emotional time for a family. Now, imagine that the person who has passed away was the sole manager of all of the family’s financial affairs, leaving behind substantial assets and …

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Will your family intergenerational wealth strategy stand the test of time? A check list for ensuring a successful wealth transfer

by Jeff Steiner Private Clients, Families

In a previous article, we explored the reasons Why 70% of Wealth Transfers Fail. This alarmingly high failure rate has permeated so many cultures across so many eras that it has been entrenched in legend and inspired the proverb “shirt …

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