Industry Conversation: Single Family Office (SFO) Principals & Leaders

Lead with purpose. An invitation to SFO leaders exploring their next chapter.

Mutual Trust - Australia’s leading modern Multi-Family Office - has partnered with prominent families for over a century to help them achieve what matters most. We’re opening select conversations with established SFO leaders to explore values-aligned pathways that ensure long-term continuity for families while strengthening the platform behind their work.

Why we’re reaching out

Family Offices play a distinct role in protecting what matters most for families. At Mutual Trust, we offer a highly resourced platform that integrates governance, tax, accounting and wealth management, and is supported by specialist depth to enable enduring stewardship and confident, multi-generational decision-making.

Who this is for

We welcome enquiries from





- SFO principals / owner-operators - you lead an established Family Office and are considering pathways that preserve the client experience and strengthen long-term continuity.
- Succession-ready leaders - you’re planning what’s next and want a pathway that supports families through transition with stability and care.
- Growth-minded leadership teams - you have robust capability and want broader specialist depth and national scale to expand impact.
- Trusted private client relationship leaders - you hold long-standing relationships and value a stewardship-led environment built for the long horizon.

What we’ll explore in conversation

- Continuity and leadership transition considerations.
- Values, service standards and the long-term approach to stewardship.
- How a broader specialist bench and operating platform can support families over time.

Enquiries For an initial conversation, contact Ralf Haase on (02) 9224 7600.

📌 Expression of Interest: Single Family Office (SFO) Principals & Leaders (Sydney)
🏢 Mutual Trust
📍 Sydney