At Mutual Trust our purpose is helping families achieve what matters most. We do this by: • 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 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. We were founded to manage the affairs of the Baillieu and Myer 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 offices nationally.
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