Mutual Trust provides integrated wealth and professional services to some of 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. With this focus and alignment, we help to protect and grow wealth for generations to come.
Initially founded in 1921 by William Lawrence Baillieu (W.L. Baillieu) and his siblings as a vehicle to provide accounting and trustee services for the Baillieu family, Mutual Trust has grown and evolved over the years to meet the needs of a changing world. In 2017, following the union of Mutual Trust and The Myer Family Company Limited (MFCo), Australia’s largest multi-family office was formed.
We are a purpose-led organisation. 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
We do this with people who are excellent, heartfelt, inspiring and principled.
In doing so, we will be the exceptional Multi-Family Office.
Mutual Trust has 200 employees and four offices nationally and is the trusted partner to many of Australia’s wealthiest families and individuals.
Company Details
- Employees
- 222
- Founded
- -
- Address
- 360 Collins St, Level 32,australia
- Phone
- +61 3 9605 9500
- in****@****.com.au
- Industry
- Professional Services
- NAICS
-
Professional, Scientific, and Technical ServicesArchitectural, Engineering, and Related ServicesOther Professional, Scientific, and Technical ServicesLandscape Architectural ServicesEngineering ServicesDrafting ServicesBuilding Inspection ServicesGeophysical Surveying and Mapping ServicesSurveying and Mapping (except Geophysical) ServicesTesting LaboratoriesAll Other Professional, Scientific, and Technical Services
- Website
- mutualtrust.com.au
- Keywords
- Wealth Management, Tax, Accounting & Superannuation, Strategic Tax Consulting, M&A Transaction Services, Family Office Services, Trustee & Estate Services, Philanthropic Services, Real Asset Consulting, Agribusiness, Succession, Business Consulting, family succession, wealth transfer, Ultra high net wealth preservation, Portfolio construction, Family dynamics, Family Business consulting, Next Generation development, family council & governance, purposeful giving.
- HQ
- Melbourne, Victoria
Mutual Trust Pty Ltd Questions
Mutual Trust Pty Ltd's helpline number is +61 3 9605 9500
Mutual Trust Pty Ltd's website is mutualtrust.com.au
Mutual Trust Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/mutual-trust-pty-ltd
Mutual Trust Pty Ltd has
222 employees.
View email and phone details for 222
employees at Mutual Trust Pty Ltd.
Mutual Trust Pty Ltd's industry is
Professional Services
Mutual Trust Pty Ltd's top competitors are
Myer Family Investments,
Bluerock,
Koda Capital,
Jbwere,
Lgt Crestone Wealth Management Limited,
The Myer Family Company Ltd,
Mission Grow Advisors,
Omnia Capital Partners,
Perpetual Limited,
Macquarie Group.
Mutual Trust Pty Ltd's support email address is info@mutualtrust.com.au
Mutual Trust Pty Ltd's categories are Professional Services
Mutual Trust Pty Ltd's founding year is 1921
