Melbourne / Wurundjeri Country

What we do

All the services, under one roof

Our holistic approach is what makes Mutual Trust truly unique. Through a dedicated and highly experienced Relationship Management team, we provide access to all the integrated services a family needs to manage the complexities of intergenerational wealth.

With over 200 professionals, the Mutual Trust team has a deep understanding of Family Office requirements, investment management, taxation, superannuation, succession planning, financial management, philanthropy and trustee services.

We put our families’ interests first, taking the time to build relationships of confidence and trust and tailoring our advice to their individual needs and aspirations.

At Mutual Trust, we take the time to understand each family’s unique Purpose of Wealth. We start by uncovering what is most valued by the family and by individual family members, permeating everything from investment decisions to engagement and contributions to the community.

Through listening and understanding what matters most, we develop a personalised roadmap to guide the family on important decisions ahead, achieving greater focus and impact.

To discuss how we can help your family to prosper and manage intergenerational wealth successfully, please click here.

“The real benefit for our families is having a Relationship Management team with a unique, panoramic view, an understanding of the family’s balance sheet and awareness of events which may unfold in the future, with a full service offering in place to then support and deliver. ”

Ralf Haase – Partner, Head of New South Wales