Private Office
Effortless administration and management of your family’s affairs
Asset Consolidation
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 a diagnostic investment review and ensures that your portfolio of assets, both financial and non-financial, is reported in a manner tailored your needs. We will provide a detailed picture of your assets through consolidated reporting services.
Financing Solutions
We connect you with a wide range of counterparties that can provide specialized and complex financing arrangements that meet your professional and lifestyle needs. In particular, we are able to assist in the financing of real estate, aircraft or yachts. Moreover, CBH can assist its clients in the private sale of assets, especially luxury real estate. Finally, CBH has extensive expertise in the issuance of private placements.
Bespoke solutions for seamless family transitions
Property Advisory
For residential and commercial property owners, CBH, through its real estate partners, offers a range of value-added services to manage your property, including rental, administrative and technical management. If you are looking for a residential or commercial rental space, we have access to a variety of available properties available that meet your needs, and can take care of all management and administrative tasks.
Relocation
Experience comprehensive relocation services to ensure a smooth transition when moving abroad. From immigration and housing, to banking and schooling, our dedicated team and extensive network of partners will assist you with every aspect of this change. CBH provides valuable insight into potential jurisdictions such as Switzerland, the UK, Portugal, Spain, Malta, the Bahamas, or others.
Education
A quality education during a child’s formative years can mean the difference between success and failure. We are committed to providing you with comprehensive research and opinions on the best possible educational institutions for your children to help you set them on the path to success. With our personalized approach, we endeavor to match families with institutions that will nurture their children’s talents and aspirations.
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About Family Office Solutions