Wealth Planning

Wealth Planning

Wealth planning is the art of structuring your wealth while building and preserving it in order to transfer it to the next generation.

Wealth Protection

While working with professional advisors to implement appropriate asset protection strategies, our aim is to provide you unique solutions to your personal circumstances offering a stable asset base to prevent possible future issues and take efficient decision in a simple way.

From the analysis of multiple solutions like Trusts, Foundations and Private Label Funds and taking into account his specific situation, we will ensure that client’s assets are structured in the most secure way.

Financial Planning

In today’s complex world marked by interdependent markets, global interests, and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to your financial life.

Through its wide network of external advisors, CBH provides you with a proactive approach. We help you identify key financial planning strategies in order to realize your life goals.

Retirement planning

Retirement is a turning point in life where vital questions are raised. Many people wonder whether their assets, including any pension payments, will be enough to cover their needs after retirement.

Our long-standing network enables us to actively support you in this important stage of your life by providing you with consistent personal advice on retirement and pension matters. Working with our external experts, we will help you designing cash flow models that project your income and expenses and will answer your retirement demands.

Succession planning

Succession planning can be one of the most difficult aspects of Wealth Planning to navigate. With this in mind, CBH works with a number of specialists who can advise you on all domestic and international issues involved in inheritance, in particular corporate succession planning. They will ensure that a client’s legacy is safe, secure and efficiently transferred to their chosen beneficiaries.