Australia’s premier multi-family office.
Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities.
Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations.
We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth and how to support the positive impacts of wealth.
“At Mutual Trust we take the time to truly listen to our families and understand their specific circumstances and their needs. They entrust us with so much more than their finances and we help to achieve what matters most to them – whatever that may be.”
CEO and Managing Partner, Mutual Trust
Our purpose is to help families achieve what matters most.
We pride ourselves on:
- Caring for our families, our people and communities, not just their finances
- Delivering what they require under one roof
- Providing pre-eminent independent advice
- Enabling our families to have a positive impact on society
In doing so, we will be the exceptional multi-family office.
We were founded to manage the affairs of the Myer and Baillieu families in the early 1900’s. From our beginnings as two single-family offices, we have evolved to meet the needs of a changing world. In the process, we have grown our offering to become the trusted partner to many of Australia’s wealthiest families and individuals. In 2017, Mutual Trust and The Myer Family Company merged to become Australia’s largest multi-family office. Today, Mutual Trust has over 200 employees and four locations nationally.
Our integrated service model provides the essential services required for families and individuals to protect and grow their wealth.
Contact Mutual Trust
360 Collins Street
Melbourne VIC 3000
Tel +61 3 9605 9500
Fax +61 3 9605 9599
9 Castlereagh Street
Sydney NSW 2000
Tel +61 2 9224 7600
Fax +61 2 9224 7601
22 Stirling Highway
Nedlands WA 6009
Tel +61 8 9230 7700
Fax +61 8 9230 7701
Level 2, Darling Building,
28 Franklin Street,
Adelaide SA 5000
Tel +61 8 7082 3900