Private Wealth Management

Introducing TWD Private… our invitation-only service that helps families with significant wealth to navigate their complexities, manage their assets and safeguard their legacy.

Speak With Our Private Wealth Team

For families with significant wealth

Maybe you’ve achieved success from enterprise, or you’re a high-net-worth family who has inherited substantial riches. Whatever the case, we understand your unique needs, the complexities you face, and the importance of preserving your family’s unity and legacy.

TWD Private is designed for clients and families who have assembled significant wealth and require a bespoke, proactive, high-touch service from a dedicated advisory team.

Your dedicated advisory team

The complexities of your finances mean that you need a specialist advisory team who understands your situation, will be available at all times and will make your life easier. We’ll be your project managers for your finances, a sounding board for your money matters and a guide who keeps you on track to your family’s personal

Best of breed investment management

Our TWD Invest service brings together some of Australia’s finest asset managers who help you develop and manage your investment strategy, act as a sounding board for your current investments, and offer you unique wholesale investment opportunities to grow your assets. With TWD Private, you’ll enjoy expert private wealth advice coupled with world-class wealth management.

All your professionals, aligned

We’ll bring together all of the professionals in your corner and work alongside them to help meet your family’s needs and achieve what’s most important to you. Through our ‘wise council’ meetings, you can benefit from strategy, progress, tax, and investment advice which will continually optimise your financial position.

Family matters

You want to make sure your wealth and family relationships survive long into the future. We’ll ensure the right governance protocols and asset structures are in place to simplify and streamline your affairs, and ensure your wealth is shared with the people who matter most to you.

A world-class team devoted to your family’s success

Your financial situation is unique, so you need the backing of a team that is anything but ordinary.

We’ve assembled a best-of-breed private wealth team at TWD. An advisory team at the top of their game, complemented by some of Australia’s most successful asset managers, financial analysts and consultants who understand the ins and outs of managing your significant wealth.

Our award-winning financial advisors combine decades of Private Wealth and wholesale wealth management experience. They are the people you need in your corner when it comes to making impactful decisions about managing your assets, while protecting your wealth, your family harmony and your legacy.

Stephen Kostarelas

Meet Stephen, a Partner and Principal Wealth Adviser with over 20 years of expertise in wealth management. With a background in accounting and finance, he specialises in ultra-high-net-worth individuals and financial complexity management. Stephen’s approach and extensive track record ensure effective private wealth management, allowing you to focus on what you love.

Patrick Canion

Meet Patrick, a seasoned Principal Wealth Advisor passionate about empowering you to achieve financial and personal well-being. A certified financial planner with international experience, he specialises in financial complexity management and diversified wealth creation strategies. Patrick excels in crafting tailored solutions for private wealth management that align with clients’ values and goals.

Private Wealth Management Services

Investment Advice and Private Wealth Management

Our market-leading Private Wealth offering is baked by our flagship TWD Invest service, our team of in-house expert investment specialists and advisers. It’s their job, and their passion, to stay on top of the markets, spotting and crafting investment opportunities for TWD Private Wealth clients. They’ll work with your adviser team to understand your present needs and future aspirations so that you get a wealth strategy that suits your family and each of its members perfectly.

Our Advisory Service

Having the support of a dedicated Investment Management team means your TWD Advisers can focus solely on solving your challenges, delivering the best outcomes, and being on call whenever required. We build deep long-lasting relationships with our client families and will be the consistent source of expert guidance and sounding board support that your family needs. Working in tandem with your other professional advisers, think of us as your family’s own CFO.

Family Estate Planning

It’s imperative to ensure that your wealth is not just managed, but that your hard work, achievements and legacy are preserved through family succession planning. Core to our Private Wealth offering is the establishment and management of structures to successfully preserve and pass your wealth to future generations or successors, in the most tax-effective and efficient manner.

Family Governance & Education

We’ll help create a family mission that blends your individual and collective goals and guides your decisions. Through thorough governance, clear processes, and quarterly family board meetings, we’ll ensure communication is clear and that appropriate family members are aligned in key decisions. We’ll also educate your family on the nuances of your collective wealth and finance more broadly.

Philanthropic Advice

Many successful people are passionate about supporting causes that are close to their hearts, and TWD Private can help you align your wealth plan to your philanthropic goals. We have experts to help you make clear and informed decisions about your family’s generous giving, maximising the impact of your contribution and ensuring it is done in a tax-effective manner.

Tax Planning

Tax planning is a significant consideration for our Private Wealth clients. Tax minimisation will always be front-of-mind as we manage your affairs, ensuring you have the right strategies and structures to optimise your tax position and maximise your family’s wealth. We’ll also collaborate with your accountant and other tax advisors to navigate complex laws and regulations and ensure our strategies are always aligned.

TWD Invest: Your dedicated in-house investment team

We established TWD Invest to provide clients with in-house investment management, delivered by some of Australia’s most respected wealth managers.

Having this level of expertise on tap means we can offer the best investment options for our clients, which frees our advisory team up to focus on their relationship with you and providing the right advice.

Dedicated Investment Management

Our team of in-house investment analysts and external consultants work alongside our advisers to study the markets, analyse portfolios and build and monitor bespoke investment strategies for our Private Wealth families and their individual members.

Top technology to keep you informed

Through our best-of-breed technology, you’ll be able to understand how your investments are performing in real-time and better manage cash flow. You’ll also be able to benchmark your investment performance and clearly see how various decisions will fit within your broader portfolio

Proactive Opportunities

Our TWD Private clients receive access to thoroughly researched, tailored investment propositions and exclusive investment opportunities that have been put through our rigorous filters before being recommended to our clients.

Investment Due Diligence

The TWD Invest team acts as a discerning eye and sounding board for your investment decisions, so you can review opportunities with confidence, through a more data-driven, benchmarked lens.

Explore TWD Invest

Award-Winning Wealth Management Advice

We want to help families with significant wealth to live well now and in the future, so we created an approach that is built around what they need and value most. We’re proud to say this approach has led to industry recognition from our peers as winners of all major financial advice industry awards, and rave reviews from our clients.