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Wealth Solutions
Robust Family Office Capabilities
Our Philosophy
Successful families — those who grow, protect and pass on wealth with purpose — ask the questions that turn aspiration into action.
Family Office Offering
Align purpose, values and action across generations. We clarify your family’s vision, integrate all aspects of wealth, cultivate a healthy wealth culture and prepare the next generation.
Unlock the power of our Family Office platform. Our innovative technology consolidates every asset, account and entity together for ease of access and reporting. Integrations with other applications facilitate expense management, Monte Carlo planning simulations and advanced portfolio analytics
Establish a family enterprise investment policy. Our investment experts develop a comprehensive investment strategy that aligns with your family’s values, risk tolerance, and long-term objectives across your scope of assets. We source, diligence and curate sophisticated investment solutions to enrich and elevate portfolio value.
Meet holistic family needs. From custom credit for unique assets to liquidity optimization and strategic leverage, we optimize our offering to your objectives.
Plan for the future. We develop holistic strategies for aging wisely, from cash flow and scenario planning to business succession, wealth projection and life insurance reviews.
Transfer wealth with fiduciary certainty. With national and Delaware trust capabilities, we offer flexible options to support your trust and estate planning objectives, as well as unique asset planning, supported by trust administration capabilities nationally.
Prepare the next generations and strengthen your family’s decision-making structure. We build frameworks, define roles and bring families together for structured meetings and retreats that foster alignment across generations.
Celebrate, define and activate your family story. We help families visualize and codify their identity, values and purpose utilizing exercises that range from designing a family brand to mapping a philanthropic roadmap. These touchpoints unite generations and sustain your legacy.
Prepare the next generation to steward wealth with purpose. Through digital resources and customized workshops, families equip heirs with the knowledge and confidence to carry the legacy forward.
Like a well-run business, your Family Enterprise should have a range of functional roles filled by a suite of advisors working collaboratively to achieve your goals. Roles may be filled by CIBC, affiliated entities or external specialists, based on your needs.
Support that goes beyond private wealth services.
Team spotlight
President of CIBC Family Office & Senior Relationship Manager
Atlanta, GA
Executive Director, Client Experience & Reporting
New York, NY
Chief Client Engagement Officer
Atlanta, GA
Executive Director of CIBC Family Office, Senior Relationship Manager, & Team Executive
St. Louis, MO
President of CIBC Family Office & Senior Relationship Manager
Atlanta, GA
Executive Director, Client Experience & Reporting
New York, NY
Chief Client Engagement Officer
Atlanta, GA
Executive Director of CIBC Family Office, Senior Relationship Manager, & Team Executive
St. Louis, MO
Retirement is a significant goal for many, but the planning process can often feel intimidating. However, with thoughtful preparation, you can confidently chart an effective path toward a successful and enjoyable retirement.
