Who we help

Families & individuals

There is no such thing as a typical family. We know from experience that every family and every individual within a family is unique and has different aspirations and motivations. Significant wealth requires specialist advice. Whether our clients’ wealth is created or inherited, we provide a level of service distinguished by discretion and advice, guided first and foremost by what matters most to our clients.

Family businesses

Seventy percent of Australian businesses are owned by Australian families. Family business can be diverse and vary in size, sector with a range of structures. We provide expert commercial advice on a range of functions for private businesses including selling, succession planning, changes in operating models or expanding a business. Our integrated consulting model draws on Mutual Trust’s specialists across a range of services to ensure a seamless end-to-end service that helps our clients achieve their goals.

Indigenous communities

In circumstances where indigenous communities have negotiated benefit payments from resources companies, careful planning and management can protect and enhance this pool of financial wealth for generations to come. By working closely with these communities, Mutual Trust has developed a detailed understanding of families, the community, trustees and a range of complexities. This means we can ensure the priorities and needs of the beneficiaries are respected whilst providing strong stewardship of the assets.

Philanthropists

Those who give do so for many reasons. Whatever the reason for giving, the impact and momentum of doing it can become lost when navigating the choice of issues, charities and initiatives, as well as divergent family opinions. Mutual Trust begins the conversation by helping individual donors and families uncover their personal passions and motivations for giving. We then define a giving program and identify opportunities for clients.

Trustees

Trustees are placed in an extraordinary position of responsibility with the highest degree of integrity and fiduciary care. Undertaking this responsibility requires time and expertise in both financial and non-financial aspects of wealth management. The need to balance family dynamics and intergenerational issues with strong governance, wealth management and legal expertise, are unique skills that we are experts at handling.

Fiduciaries & not-for-profit

The financial assets of a charitable organisation are hard won. They are precious and difficult to replace. Mutual Trust’s approach to management of these assets is based on clear, focused and unbiased investment advice. We help our clients’ organisations develop and implement robust investment strategies that ensure their mission can continue and charitable work can thrive.
Mutual Trust works with boards and foundations to balance the day-to-day requirements of an organisation with longer-term financial objectives. We achieve this through strong fiduciary oversight and carefully considered succession planning that effectively balances an organisation’s charitable needs. We help organisations focus on control and outcomes by looking after the burden of administration and detail.