Who we help
Families & individuals
There is no such thing as a typical family. We know from experience that every family and every individual within a family is unique and has different aspirations and motivations.
Nonetheless, significant wealth requires specialist advice. Whether wealth is created or inherited, we provide a level of service distinguished by discretion and advice, guided first and foremost by what matters most to our clients.
Single Family Offices
Some families of significant wealth adopt a Single Family Office model to serve their needs, whilst using the services of a Multi-Family Office to fill gaps in expertise, systems and processes. The Single Family Office may eventually transition into a Multi-Family Office, retaining its identity, staff and office space whilst becoming part of a model it can leverage to broaden its capabilities, mitigate key person risk and access scale efficiencies.
Over the long-term, a Multi-Family Office can serve as back-up or successor to a Single Family Office. This becomes critically important if there is a future change in family circumstances which warrants a change in the Family Office model.
Family Businesses
Seventy percent of Australian businesses are owned by Australian families. Family businesses can be diverse and vary in size, sector and structure. We provide expert commercial advice on a range of functions for private businesses including selling, succession planning, changes in operating models or expansion.
Our integrated consulting model draws on Mutual Trust specialists across a range of services to deliver a seamless end-to-end experience that helps families achieve their goals.
Philanthropists and families seeking to give with Purpose
Experience has taught us that an intention to give is not enough.
We help families find their philanthropic purpose by uncovering their personal passions and motivations for giving. We then activate our deep networks and understanding of the philanthropic sector to curate, develop and steward charitable partnerships with organisations that share these passions and align with this purpose. In this way, we support families to maximise the positive social impact of their capital and remove the burden of having to do it alone.
Family Succession and Trustee Services
Wealth transfers require careful and deliberate consideration.
Trustees are placed in an extraordinary position of responsibility which demands the highest degree of integrity and fiduciary care. Undertaking this responsibility requires time and expertise across both financial and non-financial aspects of wealth management.
Our highly skilled and empathetic team removes this burden from loved ones and appropriately balances family dynamics and intergenerational issues with strong governance, wealth management and legal expertise.
Fiduciaries & not-for-profit
The financial assets of a charitable organisation are hard won. They are precious and difficult to replace. Our approach to managing these assets is based on clear, focused and effective investment advice.
Mutual Trust works with Boards and Foundations to align the day-to-day requirements of an organisation with its longer-term financial objectives. We achieve this through strong fiduciary oversight and carefully considered succession planning that effectively balances an organisation’s charitable needs whilst looking after the administrative burden and detail.
Indigenous communities
In circumstances where indigenous communities have negotiated benefit payments from resources companies, careful planning and management can protect and enhance this pool of financial wealth for generations to come.
Since 2011, Mutual Trust has worked closely with Indigenous communities as the Trustee for many Native Title trusts. Through extensive daily interactions, we ensure the priorities and needs of the beneficiaries are respected whilst providing strong stewardship of the assets.
