A family’s legacy is the embodiment of its collective vision, values and accomplishments across generations. It reflects the past, inspires the present and informs the future.

Having helped successful families manage their affairs for over sixty years, we understand the need for clarity and continuity across the whole of life and in every last detail.

There is no such thing as a typical family. We know from experience that every situation requires a unique strategy; whether it be growth, consolidation, philanthropy or generational empowerment that most interests the family group.

Mutual Trust was founded to manage the affairs of the Baillieu family in the 1930’s. From humble beginnings as a single family office, we have evolved to meet the needs of a changing world, in the process transforming our business to become a trusted partner of some of Australia’s most successful families.

How we engage with Families

The Mutual Trust approach typically starts with the definition of a family’s vision and values. We work closely with the family group to clearly articulate the underlying purpose of the family’s wealth, translating these sentiments into a robust and enduring blueprint that helps inform the many decisions ahead.

By working collaboratively to define the ‘why’ of a family’s wealth, our advisory teams become empowered to give advice and implement the ‘how’.

Service Offering

Our service offering is built on a protocol of deep integration between disciplines. Core areas of expertise include:

  • Family Strategy
  • Intergenerational Planning
  • Family Governance, Education & Leadership
  • Wealth Management
  • Financial Management, Administration & Custody
  • Tax, Accounting & Superannuation Compliance
  • Strategic Tax Consulting
  • M&A Transaction Services
  • Estate Planning
  • Trustee & Estate Services
  • Philanthropic Services
  • Agribusiness
  • Private Business Services
  • Real Asset Advisory
  • Project Management
  • Critical Document Management
  • Family Office Services
    – Delivering at its broadest a combination of all of the above