Consolidation of Assets

Reporting and record keeping can become tedious when you have many different assets, businesses and philanthropic activities to keep track of.

Our Family Office service performs diagnostic investment review and ensures that portfolios of assets, both financial and non-financial, are recorded and reported in a customized way according to client’s demands. We provide a detailed consolidated picture of your assets through consolidated reporting services.

Financing Solution

CBH can provide his clients with an extensive range of counterparts that are able to provide specialists and complex financing arrangements that fit clients’ professional and lifestyle demands. In particular, we are able to assist you with financing real estate, aircraft or yachts. Moreover, CBH can help his clientele with private sale of assets, especially luxury real estate. Finally, CBH has an extensive expertise in issuing private placements.

Property Advisory

For owners of both residential and commercial properties, CBH provides, through its real estate partners an array of value added services to the management of your property including rental, administrative and technical management.

If you are searching for a residential or commercial rental space, we can access a variety of properties available to meet your needs, and can take care of all management and administrative tasks.

Relocation

There are many aspects that need to be considered when moving to another country: immigration, housing, transportation, domestic assistance, new banking relationships, school for children are some of the questions to be addressed.

CBH has a dedicated team with a network of contacts who can provide the very best for all relocation needs. We will give you a general overview of the advantages and disadvantages of possible locations, so that the family has a sound basis on which to make a decision. Point out factors to be considered and things to be organized prior to the relocation.

We will help you and your family in your relocation in different jurisdictions including Switzerland, UK, Portugal, Spain, Malta, Bahamas, or other jurisdictions. Through its extensive network of external specialists, CBH will assist you not only to obtain residence permits but also to search and structure real estate property, negotiate health insurance for the family and find a school for your children.

Education

A good education in one’s formative years is often the difference between success and failure. Our institution is able to provide extensive research and opinion on the best possible educational establishments according to your needs and preferences.