Mutual Trust

Multi Family Office (MFO)Melbourne, AustraliaFounded 1951
$3.0B
Assets Under Management
Melbourne
Headquarters

About Mutual Trust

Mutual Trust is a multi-family office located in Melbourne, Australia. Established in 1951, the firm provides family office services including financial advisory, strategic planning, and wealth management assistance to individuals, families, businesses, and philanthropists. Mutual Trust was founded to manage the affairs of the Baillieu and Myer families in the early 1900's. From beginnings as two single family offices, we have evolved to meet the needs of a changing world, in the process transforming our business to become a trusted partner to Australian families and fiduciaries by merging Australia's two largest multi-family offices. Mutual Trust Pty Ltd is a multi-disciplinary, privately-owned, multi-family office looking after the needs of Australia's most successful families. We help our clients achieve what matters most to them. Now in our 5th generation as custodians, Mutual Trust embodies the tradition of entrepreneurial spirit, philanthropic vision and commercial success with a family ethos that permeates everything we do.

Preferred Investment Types

Fund of FundsCo-investmentPhilanthropyBuyout

Preferred Sectors & Themes

Financial ServicesDiversifiedConservative AllocationEndowment FundBusiness Services

Preferred Geographies

Australasia

Explore similar limited partners

Browse more multi family office (mfo)s and other institutional investors by location and type in the LPbacked limited-partner database.

Frequently asked questions

What type of investor is Mutual Trust?

Mutual Trust is a multi family office (mfo) based in Melbourne, Australia, managing approximately $3.0B in assets.

Where is Mutual Trust headquartered?

Mutual Trust is headquartered in Melbourne, Australia.

How much does Mutual Trust manage?

Mutual Trust manages approximately $3.0B in assets under management.

When was Mutual Trust founded?

Mutual Trust was founded in 1951.

What does Mutual Trust invest in?

Mutual Trust focuses on Fund of Funds, Co-investment, Philanthropy, Buyout, Financial Services, Diversified, Conservative Allocation, Endowment Fund.

How can I contact Mutual Trust?

Verified contact details, key decision-makers, and investment preferences for Mutual Trust are available on LPbacked. Create a free account to access them.