Private Clients

Second only to the health of you and your family, financial well-being is a crucial indicator of success and peace of mind.

At Mutual Trust, we have a long and proud history playing the role of personal CFO to a select group of individuals, whether they be leaders in private practice, senior corporate executives or custodians of wealth.

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 individuals, families and their businesses.

How we engage with Private Clients

As the nature of our private clients varies greatly, the Mutual Trust approach typically starts with understanding our client’s objectives. At one end of the spectrum, clients may require development of a holistic wealth strategy. At the other, the need might be for expert advice regarding a specific subject. Either way, we will work closely with clients, engaging experts from across our team.

Service Offering

Our service offering is built on a protocol of deep integration between disciplines. Clients may select the appropriate services for their needs. Core areas of expertise include:

  • Wealth Management
  • Financial Management, Administration & Custody
  • Tax, Accounting & Superannuation Compliance
  • Strategic Tax Consulting
  • Trustee & Estate Services
  • Philanthropic Services
  • Agribusiness
  • Private Business Services