Mutual Trust provides integrated wealth and professional services to some of 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. With this focus and alignment, we help to protect and grow wealth for generations to come.

Initially founded in 1921 by William Lawrence Baillieu (W.L. Baillieu) and his four brothers as a vehicle to provide accounting and trustee services for the Baillieu family, Mutual Trust has grown and evolved over the years to meet the needs of a changing world. In 2017, following the union of Mutual Trust and The Myer Family Company Limited (MFCo), Australia’s largest multi-family office was formed.

We are a purpose-led organisation.  Our Purpose is to help families achieve what matters most.  We pride ourselves on:
- 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
We do this with people who are excellent, heartfelt, inspiring and principled.
In doing so, we will be the exceptional Multi-Family Office.

Mutual Trust has 200 employees and four offices nationally and is the trusted partner to many of Australia’s wealthiest families and individuals.


Professional Services

Mutual Trust Pty Ltd

Phil Harkness

Tracy Conlan

Philippa Marshall

Julian Butler

Sidney Myer Am

Rupert Myer Ao

Rachael Morgan

Peter Yates

Peter Michell

Nicola Davis

Marshall E Baillieu

Charles Baillieu

Catherine Leahy

The Investment Team at Mutual Trust Pty Ltd is dedicated to safeguarding and growing the wealth of families and individuals through strategic investment planning and execution. This team conducts in-depth market analysis, develops tailored investment strategies, and ensures compliant reporting, all while fostering meaningful relationships with clients to align their financial goals with their values. By leveraging diverse expertise in accounting, tax, and investment analysis, the team aims to create sustainable wealth that supports client aspirations and benefits future generations.

Investment Team

Client Services

Partnerships

Investment Team

About

Team members

Other teams at Mutual Trust Pty Ltd

Client Services

Partnerships