Families - 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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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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Are you making these three mistakes with your children?

by Elizabeth Goldfinch Families

Imagine a situation where you have suddenly been handed significant wealth and control at a time when you’re grappling with grief from losing a cherished family member. You don’t know the first thing about managing assets or navigating complex financial …

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Top five things wealthy inheritors really want

by Elizabeth Goldfinch Families, Philanthropy

The world is beginning the largest wealth transfer in history. Every year for the next 30 years, $1 trillion will pass from the Baby Boomer generation (1946-1964) to the Millennials (1980-2000) in the US alone. A successful transition will require …

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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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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 perils of mixing family office with family business

by Brad Simmons Families, Business & Enterprise

“Managing the family’s personal assets inside the operating company increases the exposure of both the family and the business to a host of significant legal and operational risks.” The Family Office Exchange (FOX) ‘Managing Family Wealth Separately From the Family …

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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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