At CIB, we provide Family Office services to high-net-worth individuals and their families. Our team of certified public accountants, attorneys and financial advisors possess the knowledge and experience necessary to understand the unique needs and challenges faced by these individuals.
We offer a wide range of services including:
- Comprehensive financial planning and investment management.
- Tax planning and compliance.
- Estate and trust planning.
- Risk management and insurance planning.
- Business management and succession planning.
- Family governance.
Additionally, we provide accounting and bookkeeping, payroll and employee benefits, and business formation and structuring services.
Our goal is to provide our clients with a comprehensive and cohesive approach to managing their wealth. We work closely with our clients to understand their specific goals and objectives, and then develop a customized plan to meet their needs.
Our firm operates with the highest level of integrity and professionalism. We place a strong emphasis on trust and discretion, and our clients can be assured that their personal and financial information will be kept confidential at all times.
