CBA Family Office and Private Office

The CBA Private Office was created to expand the existing offerings of Commonwealth Private to cater to ultra-high net worth individuals and families. They offer services which include:

  • family office structures
  • wealth creation
  • wealth protection
  • investment management
  • philanthropy, succession
  • estate planning

Typically, its private office clients have investable assets of $10 million or more and look for personalised goals such as:

  • intergenerational wealth transfer,
  • strategic philanthropy
  • family governance
  • financial stewardship
  • financial education

Commonwealth Private Limited is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia

You can contact CBA Private on 1300 362 081