As a firm, CBFO seeks to offer an extraordinarily broad range of expertise in providing bespoke wealthmanagement, advisory and project management services enabling families to protect current capital andenhance the value of their legacy for future generations. Combining investment management, financialplanning tax, philanthropic and corporate advice under one roof provides CBFO clients the benefit of agenuinely holistic view of their family’s finances and business interests. This unique combination ofservices enables us to custom tailor our advice to reflect the family’s objectives, needs and aspirations.Our firm’s collaborative, collegial culture provides our clients - across generations - with the confidence that they will always be viewed comprehensively and holistically, ensuring collaboration and coordination of the family’s affairs.