Discover Mutual Trust

Our highly engaged, national team of Family Office specialists contribute diverse skills and expertise to Mutual Trust, with backgrounds across accounting, law, consulting and commerce, helping some of Australia’s most successful families achieve what matters most to them.

Mutual Trust’s highly experienced, well-qualified wealth team has three key distinct areas of expertise and skill; Investment Advisory, Portfolio Management and Research. The Wealth team is supported by our Operations team responsible for Corporate Actions, Custody, Cash Team, Investment Reporting and Wealth Management Administration.

Tax, Accounting, Consulting & Superannuation is a large, national team which plays a fundamental, value add role in delivering integrated services to families of wealth. The team have a wide variety of specialists with exceptional attention to detail and a passion for making a difference.

Our Family Succession and Trustee Services specialists form a small team, yet they play a crucial role in executing the succession plans of some of Australia’s most prominent families, across what are often large and complex estates.

Mutual Trust’s dedicated team of Indigenous Trust specialists are based in WA and make a meaningful impact by supporting beneficiaries and their communities.

Our team share a passion for philanthropy and helping families maximise the positive impact of their wealth through purposeful giving. Key skills that complement the team’s expertise include empathy, understanding of diverse cultural needs, attention to detail and communication.

The team have broad knowledge across the Agribusiness sector, along with the emotional intelligence, attention to detail and listening skills required to build strong relationships and deliver client-centric solutions.

To support families with strategic advice and recommendations, our team have a strong background in business, accounting and tax and exceptional communication skills.

At Mutual Trust, our internal Corporate Services team supports the Firm, with strong stakeholder engagement and business partnering skills, our Corporate team cover a broad range of critical in-house services.