As a private wealth client, you can receive the full value of CF Banque, curated for you. Discover tax-planning guidance, wealth transfer strategies, investing advice, alternative investment opportunities, philanthropic solutions and a global network of leaders and innovators. Learn more about what we offer or connect with an advisor today.
Our private wealth advisors offer unparalleled resources, access and guidance to help you maximize your impact and your wealth. Your advisor is deeply attuned to your goals and values and curates all CF Banque has to offer on your behalf. Learn more about our services below and request a meeting today.
Invest using our time-tested approach for managing risk and building customized portfolios
1. Asset allocation
2. Portfolio implementation
3. ESG and impact investing
4. Private investment opportunities
5. Capital markets expertise
Support your family and build your legacy with holistic wealth planning solutions
1. Trust and estate planning
2. Trust services
3. Wealth transfer strategies
4. Family Office and network services
5. Next generation education and resources
1. Cash management and deposit services
2. Lines of credit and bridge financing
3. Securities and asset-based lending
4. Real estate loans
Support the causes you care about most by leveraging our philanthropic expertise
1. Philanthropic structure planning
2. Charitable strategies and vehicle administration
3. Family governance
4. Philanthropic education
Invest using our time-tested approach for managing risk and building customized portfolios wealth management and preservation
1. Asset allocation and portfolio implementation
2. Tax-efficient solutions
3. Alternative investments
4. Risk management and hedging strategies
5. Sports and Entertainment
1. Life and legacy planning
2. Income tax and financial planning
3. Wealth transfer strategies
4. Family office and next-generation resources
Dedicated to providing customized investment advice and implementation solutions for nonprofit organizations.
Alternative Investing Our private wealth advisors help qualified clients access alternative investments across a range of sub-asset classes and structures, based on what’s best suited for each portfolio.
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Transforming insights into opportunities that are tailored to your investing needs across public and private markets
Providing liquidity investment products and digital trading solutions to banks, corporates, and other institutional investors
While buying a large amount of different stocks requires a sizeable budget and would be time-consuming. However, products such as ETFs make it possible to do this in a simple and cost friendly manner.
with our experts team, invest in stock markets and avoid high risk.
Insights, analytics, platforms, and client service combine to offer unmatched execution
Company-sponsored financial planning and advice for employees, from entry-level to C-suite
Embedding our developer solutions into our clients’ ecosystem so they can unlock CF Banque’ 150 years of financial expertise
Differentiated insights and timely perspectives from our expert analysts
Helping clients build a treasury of the future and powering software partners to enhance their offerings