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