Family Succession & Trustee Services

There is no doubt succession planning can be daunting. Too often we come across stories of failed wealth transitions. Complex ownership structures, unclear intentions and poor or no communication can lend itself to ambiguity and confusion, often during times of high emotional stress.

However, if done properly, it provides an opportunity to think about what is most important and build a plan for how to best provide for the people and charitable purposes that are closest to the heart. Importantly, it allows this to be done in a way that aligns with an individual’s or a family’s values.

At Mutual Trust, our experience of working with numerous families over many generations coupled with our holistic view and deep understanding of our families’ unique circumstances, provides peace of mind and the ability to focus on what matters most.

The role of attorneys, executors and trustees in managing wealth transfers effectively cannot be understated. Mutual Trust is uniquely placed to help families successfully transition wealth, providing guidance and oversight to ensure assets are conveyed according to their intentions in an orderly, independent and tax efficient manner.

As one of only a handful of licensed private sector Trustee service providers in Australia, Mutual Trust can be appointed as executor, trustee or attorney on a client’s behalf. In this capacity, we are supported by our in-house team of Agribusiness, Property, Tax, Accounting and Wealth Management experts to provide guidance, ensuring assets are managed and transitioned appropriately.

Licensed Trustee Services is a highly regulated offering where we are required to meet a higher standard through strong governance and a robust, best practice approach.