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Mutual Trust Pty Ltd

Profile:

We specialise in providing advice that meets the needs of individuals, family groups, businesses, trusts and organisations who require personalised wealth management services. Each has a unique set of circumstances and needs; consequently we have the expertise to provide:

   Estate & Succession Planning Advice
   Investment Planning, Management and Advice
   Treasury Services
   Funds Management
   Custody of Assets
   Taxation, Accounting & Superannuation Advice and Services
   Rural Services
   Specialised Family Office Services
   Philanthropy Advice

The benefits of using our services and products include:

   Continuity of knowledge and advice across successive generations
   An experienced and trusted team of advisors
   An established and well resourced infrastructure
   Confidentiality
   Intimate and personalised service
   Co-ordination of services
   One Location

Mutual Trust considers that it offers the most comprehensive range of Family Office services available in Australia.

History:

Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office.

Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients.

The words ‘Mutual Trust’ are more than a company name. They represent an entrenched philosophy bound in the proud Baillieu family history and characterised by unity of purpose. As a business, we strive to live our values of Trust, Team Work and Excellence.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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