Mutual Trust
Australia
Multi-family office
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Employees
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200+
Established in 1921 by W L Baillieu and his brothers, Mutual Trust started as a single-family office to protect and grow their family wealth. Over the years, it evolved to meet the needs of a changing world and expanded its services. In 2017, Mutual Trust merged with The Myer Family Company, becoming Australia’s largest multi-family office. With over 200 employees and four offices nationwide, Mutual Trust is now the trusted partner for many of Australia’s wealthiest families and individuals.
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Contact JasonWhat sets Mutual Trust apart
Mutual Trust stands apart as a multi-disciplinary, privately-owned financial services firm that prioritises client interests and fosters long-lasting relationships. With over 200 professionals, they offer a wide array of services under one roof, including family office, wealth management, tax, accounting, superannuation, philanthropy, and trustee services. Their deep expertise, personalised approach, and commitment to clients’ well-being enable them to provide pre-eminent independent advice and help families make a positive societal impact while preserving and growing intergenerational wealth.
- https://www.mutualtrust.com.au/
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