Wealth Solutions
With the current high cost of education, you may wish to help fund current and future education expenses for your loved ones.
Expertise in escrow & custody solutions
Escrow services
CIBC’s escrow services team acts as Agent for M&A-related transactions — earn-outs, holdbacks, indemnifications, working capital adjustments, and good faith deposits — as well as hold deposits for class-action settlements, bankruptcy liquidations, and qualified settlement funds. There is no minimum account size required, and services are offered on a competitive fee schedule.
Custody services
Get a range of custodial services for individuals, corporations, foundations and endowments, as well as money managers (RIAs) and investment consultants. Custodial services are also available for family and multifamily offices.
Dedicated and experienced
Managing Director•Private Wealth Market Manager for CIBC Private Wealth
Chicago, IL
Managing Director•Senior Manager, Corporate & Institutional Services
Chicago, IL
