Wealth Solutions
Planning designed to exceed your expectations
Looking after your wealth goes beyond managing your assets in the bank. The evolving and complex environment, as well as the decisions and changes in your life, can have a significant impact on your financial wealth, because everything is connected. That is why we provide you and your family with long-term, customized Wealth Planning Solutions.
Succession Planning
Understanding your priorities is the starting point for planning what’s next. Together, we will define the best strategies for structuring, preserving, growing and passing on your personal and professional wealth. We will implement customized family business governance and advise on philanthropic solutions that align with your ideals. Together, we will build your legacy.
Trusts and Foundations
Trusts are an excellent tool for protecting a family’s assets from any possible threat, either at home or abroad, because the assets are transferred to the trustee. Similarly, foundations can also be used to protect wealth but they are more commonly used for charitable, educational, scientific, or literary purposes.
Life Insurance Solutions
Life insurance policies are commonly used in order to structure investment portfolios and to provide financial security in the event of a tragic loss. We help you understand the complexities of these products and coordinate discussions with brokers to ensure that the highest standards of ethics, competence, service quality and privacy are met.
A suite of solutions that grow with you
Real Estate Financing
We offer tailored financing solutions to facilitate the acquisition, development or investment of real estate. We work with you to develop your financing strategy and select the products and partners that best meet your needs. We provide access to capital for a variety of real estate ventures, allowing you to navigate the dynamic real estate market with confidence and agility.
Art Financing
Art financing involves the use of financial instruments to support the acquisition, sale, or development of works of art, to provide collectors, galleries, or artists, with access to capital against their art assets, or to finance art-related projects. With CBH Bank, you will find liquidity and financial flexibility in your private collection, while keeping each piece in your possession.
Aviation and Yacht Financing
Aviation and yacht financing provides specialized funding solutions for the purchase, maintenance and operation of aircraft and vessels, with customized loans, leases and structured finance options. We coordinate the entire process from financial review, proposal, underwriting, documentation and closing, so you obtain your funding when you need it.
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About Family Office Solutions