We consider financial planning as being an integral part of wealth management.
Therefore, our team of specialists is here to ensure the protection of your wealth, by providing  adapted solutions with the most innovating tools and techniques.

Analysis of your global wealth situation

At CBH we believe each client has unique requirements. We therefore take time to engage in a broad analysis of your financial situation so as to encompass all the aspects of your wealth and its evolution.

Financial planning

From this global assessment, we provide you solutions that enable you to:

• Optimise your wealth structure
• Pass on your estate
• Prepare for retirement
• Plan for a change of residence
• Create structures adapted to your philanthropic actions

Tax and legal advice

Drawing up a comprehensive wealth plan also implies understanding the related tax and legal issues

Starting from an analysis of your wealth, our specialists will offer you tailor-made tax solutions that can be based on an adaptation of the structure of your assets or on the creation of a new entity (Foundation, Trust, etc.)

Our lawyers, solicitors and tax advisers work in close partnership with a network of local and international specialists, to constantly adjust to the increasing complexity of the legal and tax systems.

Financial Engineering Solutions

We are very active in the corporate advisory field and can counsel you on:

• How to finance, restructure or realise your firms capital.
• How to put together complex financial structure, thanks to the most sophisticated instruments.