Managing wealth - whether for a family or an institution - requires careful deliberate thought and judgment. For families, the comfort and freedom financial security provides can too often be burdened by the time-consuming task of managing overseeing assets and financial affairs. As wealth increases, so does the complexity of the decision-making required to effectively manage a growing portfolio of assets and investments. Similarly, for institutions, the burdens of new legislation and ever more stringent regulation means that the challenges of achieving returns in-line with investment policies are increasingly difficult.
CBFO leads a team with over 25 years of experience of working with clients. Through this we understand that, ultimately, it is not merely about the investment returns; rather, it is about creating a legacy. Our clients value our independent, objective approach of helping them to define and prioritize their financial objectives. Our mission is to help our clients make sustainable, substantial and distinctive improvements to their investment performance: our clients’ successes are our successes. We seek to help them build exceptional businesses that attract, excite, develop and retain the best people.
We believe that developing solutions to our clients’ most challenging problems requires extraordinary people. We know that the best people actively seek the greatest challenges; we have built our firm around this belief. These two key components of our mission reinforce each other and make our firm stronger. Our aim is to provide unparalleled strategic insight, comprehensive analysis and unique, creative practical solutions for all of our clients.