Helping ultra-high net worth customers achieve goals & aspirations

Our team understands that clients with higher incomes, specialised professions and complex structures require a unique management approach. Success is personal. Your investments should be too.

The Commonwealth Private Office was created to extend the services of Commonwealth Private to help ultra-high net worth individuals and their families to plan and achieve their goals and aspirations. Typically, clients have investable assets of $10 million or more.

Whether you're looking to establish a philanthropic trust or secure your family's wealth for generations to come, Commonwealth Private Office provides a highly personalised and integrated wealth management solution, closely aligned to your needs and aspirations.

Committed to secure and enhance your financial wellbeing

Growing and securing wealth, whatever your future goals

We offer deep experience and specialist skills in wealth creation and protection, investment management, philanthropy, succession and estate planning – including family office structures.  

Working with you, we’ll provide a solution that's as individual as you are.

Forward planning

With your growing wealth, we understand that financial complexities can grow too.

We help you plan for the future with confidence and manage your complex requirements with ease and clarity.

Tailored solutions and investments

Everyone’s goals are different. Our team works with external specialist firms to support each client achieving their personalised goals which may include intergenerational wealth transfer, strategic philanthropy, family governance and financial stewardship or education.

One size never fits all. That's why you can expect solutions that are carefully tailored to your current needs and your future aspirations. Our Executive Managers, investment and technical experts work closely together.

Forward thinking

By taking the time to understand your portfolio and your aspirations, our team can prioritise future planning, identifying potential challenges and anticipating timely opportunities. Thinking ahead can help keep you ahead.

Explore more about Commonwealth Private

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Our approach

Discover how we tailor our service, advice and solutions.

Our experience

See how our team's deep expertise and knowledge can benefit you.

Things you should know

This information has been prepared by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Commonwealth Private’s services are provided by a team consisting of Private Bankers who are representatives of Commonwealth Bank and Private Wealth Managers who are representatives of Commonwealth Private Limited. Commonwealth Private Limited Financial Services Guide (PDF) and B&PB and IB&M Financial Services Guide (PDF)