Helping families achieve what matters most.

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Protecting and growing family wealth for six generations.

Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities.

Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations.

We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth and how to support the positive impacts of wealth.

More than just a name

The words Mutual Trust are more than just our company name. They represent an entrenched philosophy of integrity and shared purpose that is equally relevant to the way we engage our clients today, as it was to our predecessors.