Mutual Trust's purpose is to help families achieve what matters most.Mutual Trust was formed in the 1930s to manage the affairs of the Baillieu family and in 2017 expanded to include the Myer families. Today, Mutual Trust has evolved to service many of Australia's wealthiest families and individuals. In 2019, Mutual Trust is Australia's largest multi-family office with 200 employees and four offices nationally. Mutual Trust is a multi-disciplinary and privately owned financial services firm with experts in family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax and accounting. Mutual Trust embodies a tradition of entrepreneurial spirit and commercial success with a family ethos that permeates everything they do. The team at Mutual Trust pride themselves on being the exceptional multi-family office by:Caring for our families, our people and communities, not just their financesDelivering what they require under one roof Providing pre-eminent independent adviceEnabling our families to have a positive impact on society

Website: mutualtrust.com.au

Employees: 250 - 499

HQ:

Location: Melbourne, Victoria, AU

Revenue: 20 - 50 Million

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Mutual Trust Pty Ltd is a leading financial services firm based in Melbourne, Australia. With a rich history dating back to the 1930s, the company has evolved to become one of the largest multi-family offices in the country, with a team of 200 employees across four offices nationally. Mutual Trust's purpose is to help families achieve what matters most, delivering comprehensive and independent advice under one roof. The company's expertise spans a wide range of financial services, including family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax, and accounting. Mutual Trust's team takes pride in providing exceptional service to their clients, caring for their families, people, and communities, and enabling them to have a positive impact on society. Led by CEO & Managing Partner Phil Harkness and Head of Corporate Services and Chief Financial Officer Jason Smith, Mutual Trust has a strong reputation for its entrepreneurial spirit, commercial success, and family ethos. The company's commitment to delivering pre-eminent independent advice and exceptional service has made it a trusted partner for many of Australia's wealthiest families and individuals. With a revenue of $20 - 50 Million and a size of 250 - 499 employees, Mutual Trust is a respected player in the financial services industry.

Mutual Trust helps families achieve their goals by managing their wealth and providing expert advice. The company started in the 1930s to help the Baillieu family and later expanded to include the Myer families. Today, Mutual Trust works with many of Australia's wealthiest families and individuals. They have 200 employees and four offices across the country. They offer a wide range of services, including family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax, and accounting. Mutual Trust is a private company that values entrepreneurship and family values. They aim to be the best at what they do by caring for their families, people, and communities, not just their finances. They provide independent advice and make sure their families can make a positive impact on society.