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Elizabeth Goldfinch
Partner at Mutual Trust Pty
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Work Experience
Jul 2015 - Present · 9 years and 5 months
Partner
Apr 2024 - Present · 8 months
Director
Oct 2018 - May 2024 · 5 years and 7 months
Manager / Senior Manager
Jul 2015 - Oct 2018 · 3 years and 3 months
Company Details
201-500 Employees
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 finances Delivering what they require under one roof Providing pre-eminent independent advice Enabling our families to have a positive impact on society
Year Founded
1951
Social Media
Linkedin
Industry
Financial Services, Translation services, Services to businesses, Business Services
HQ Location
360 Collins St Level 32 Melbourne, Victoria 3000, AU
Keywords
Wealth ManagementTaxAccounting & SuperannuationStrategic Tax ConsultingM&A Transaction ServicesFamily Office ServicesTrustee & Estate ServicesPhilanthropic ServicesReal Asset ConsultingAgribusiness
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