James Rogers's Colleagues at Mutual Trust Pty Ltd
James Rogers's Contact Details
Mutual Trust Pty Ltd
James Rogers's Company Details
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