Family Office Services

CBH Europe recognises that relocation, lifestyle changes or financial planning can be difficult at the best of times. In response to this, we offer a comprehensive family office service as detailed below

Consolidation of the assets

CBH Europe can ensure that your entire portfolio of assets, financial and non-financial are recorded and reported to you in customised way according to your preferences. We would also endeavour to maintain the records on an on-going basis, providing you with regular reports on the net asset value together with third party support for valuations provided.

Holding Structures

CBH Europe has access to experts who can provide a range of measures to protect your assets. From analysis of a variety of Trusts, Foundations and Private Label Funds and taking into account jurisdictional considerations, CBH Europe will ensure that your assets are secure in whichever structure best suits your needs.

Tax planning

CBH Europe has access to a wealth of experienced private and corporate tax advisors who specialise in complex international tax planning matters. Please contact us for further details of our trusted partners.

Succession Planning

Succession planning can be one of the most difficult aspects of financial planning to navigate. With this in mind, CBH Europe work with a number of specialists who can ensure that your legacy is safe and secure and maximised efficiently for your chosen beneficiaries.

Financing solution

CBH Europe has a extensive range of contacts who are able to provide specialist and complex financing arrangements that fit both your professional and lifestyle demands. In particular, we are able to assist with financing of the following:

  • Real Estate
  • Aircraft / Yachts

Relocation support

The decision to relocate normally involves more than just one individual. Often, the whole family is required to support a move and considerations regarding immigration, housing, transportation, domestic assistance, banking relationships and educational needs would need to be addressed. CBH Europe has a dedicated team with a network of contacts who can provide the very best for all your relocation needs. Please contact us for further details.

Education

A good education in ones formative years is often the differentiator between success and failure. CBH Europe is able to provide extensive research and opinion on the best possible educational establishments according to your needs and preferences. All our research and knowledge is based upon reliable third party information as well as the experience of those who have benefitted personally from such institutions.