Services

A Distinct Approach to Service

Every family is unique, and so are their needs. Chatwood Wealth provides a comprehensive suite of services, each designed to adapt to evolving priorities, family dynamics and aspirations. We serve as dedicated partners, bringing nuanced expertise and personal care to support your legacy at every stage.

Private Banking

Our banking services emphasise flexibility, discretion and accessibility. From daily account management to tailored lending for personal and business needs, Chatwood Wealth creates secure and convenient solutions for all aspects of your financial life. Our team is committed to delivering exceptional support while respecting your privacy.

Wealth Management

Chatwood Wealth offers strategic investment management that balances the priorities of growth, preservation and responsible stewardship. Our solutions are crafted to fit your family’s objectives, whether you seek an active role in managing assets or prefer a delegated approach. Global expertise and local insight ensure your wealth endures for generations.

Succession Planning

Effective succession planning ensures your assets transfer smoothly while preserving family harmony and supporting long-term goals. Chatwood Wealth guides families through inheritance strategies, governance structures and continuity planning, helping each generation prepare for the responsibilities ahead.

Strategic Commercial Advisory

Family businesses and entrepreneurial ventures require informed, agile support. Chatwood Wealth's advisory services include guidance on business growth, mergers and acquisitions, market expansion and transformation strategies. We act as partners in navigating complex decisions, always with an eye on your family’s vision and values.

Philanthropic Services

Meaningful giving is a core element of our approach. We provide comprehensive philanthropic advice, including vision development, grant management, foundation set up and impact measurement. Chatwood Wealth helps families create social value through initiatives in environmental stewardship, education, culture and community.

Lifestyle Support

Complex lives call for thoughtful, personalised assistance. Chatwood Wealth offers property advice, concierge support, relocation solutions and help with specialised asset management so you can focus on what matters most.

Distinctive Features

Our proactive and flexible service model ensures we always respond quickly as your needs evolve. With a focus on clear communication and seamless collaboration, we coordinate with your advisers and adapt to new opportunities or challenges. Our experienced team is committed to making even the most complex matters feel manageable, ensuring you experience confidence and continuity at all times.

Interested in our tailored services? Reach out for more information

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