Unfortunately, we do not have a dedicated site for Israel. Should you wish to proceed, you will be redirected to CBH Group’s international site.


Wealth Planning Solutions

Wealth Planning Solutions

CBH Bank offers Wealth Planning Solutions that include global expertise in international wealth planning and investment solutions.

For CBH Bank, 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 major impact on your financial wealth, because everything is connected. That is why we provide you and your family with long-term, bespoke Wealth Planning Solutions.

Succession Planning

Understanding your priorities and knowing your family and business situation is the starting point for providing you with tailored advice. Together, we define the best strategies to structure, preserve, grow and pass on your personal and professional wealth to your loved ones. We also offer solutions to organize and protect your professional business through customized Family Business Governance. And we advise on philanthropic solutions that are aligned with your ideals.

Trusts and Foundations

Some families set up trusts to hold the shares in the family business or real estate projects, as these instruments are extremely useful for asset protection. Trusts are an excellent tool to protect a family’s assets from any possible threat inside or outside their home country, as the assets are transferred into the possession of the trustee.

Similarly, foundations can be used for wealth protection. They are particularly suitable for charitable, educational, scientific or literary purposes. Their legal form gives you complete freedom to decide how to invest your assets and to control distributions.

Life Insurance Solutions

Life insurance policies are regularly used by families in order to structure their investment portfolios and to provide financial security in the event of a tragic loss. Today, there is a wide variety of life insurance products available around the world. CBH Bank will assist you in understanding the complexities of these products and will coordinate discussions with brokers to ensure that the highest standards in terms of ethics, competence, quality of service and respect for privacy are met.

Real Estate Financing

We work with you on your financing strategy and we select the products and partners that will best suit your needs and personal situation. We can also help you find the property you are looking for and manage the structuring of your purchase and transaction.

Aviation and Yacht Financing

We coordinate the entire process from financial review, proposal, credit underwriting, documentation and closing, so you receive your funding when you need it. You benefit from our professional service from start to finish: freeing up your time to focus on your business.

Art Financing

Fine art can be a significant source of liquidity and financial flexibility, and we can help you find it in your private collection, while keeping each piece in your possession. Together, we will review together your complete financial picture, while a third-party appraiser evaluates the current market value of your artwork. We will then coordinate with the leading financial institutions specializing in art financing to address your most pressing priorities.

Explore more

About Family Office Solutions