Mutual Trust: The Family Strategy – your plan to achieve what matters most

Wealthy families have a significant positive socio-economic impact on Australia, as detailed in Mutual Trust and the University of Adelaide Business Schools’ recent publication Why the Modern Family Office Matters. This positive impact can be accelerated when families have a clear purpose for their wealth and the right Family Strategy in place to deliver upon it.

Click below to download Mutual Trust’s article in full on the topic of ‘The Family Strategy – your plan to achieve what matters most’.

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Wigmore Association

Founded in 2011, Wigmore is an innovative, purpose-led association of non-competing family offices who are passionate about collaboration and the sharing of ideas and intelligence to benefit their client families.

Mutual Trust

Australia’s modern Multi-Family Office. Protecting and growing family wealth since 1921, Mutual Trust is Australia’s largest multi-family office with locations in Melbourne, Sydney, Adelaide and Perth.

Jeff Steiner and Lyndie Van Orsouw

Jeff Steiner, Partner, Head of Family Office and Lyndie Van Orsouw, Manager, Family Office at Mutual Trust