Managing exceptional wealth requires deep expertise. Our team has the experience to help you navigate the many complexities associated with multigenerational wealth.

To address these challenges, we bring together the expertise of our team, working closely with CIBC specialists and your external advisors. This collaborative approach allows us to deliver a tailored experience, carefully aligned with your needs and those of your family, both today and for generations to come.

Exclusive solutions for ultra-high-net-worth families.

• A dedicated team equipped to address the complex needs of multigenerational families.
• Access to sophisticated products and services typically reserved for large institutions.
• Comprehensive and efficient administrative management, supported by our deep expertise.
• Strategic guidance on family governance, legacy planning, risk management, philanthropy, and succession.

You can rely on our expertise in these four key areas :

Stewardship

We support members of your family’s next generation by working with them to define their own values, vision, and wealth management objectives. We help them develop their financial capabilities, with the goal of preparing them to manage and thrive within your family business.

Financial Management

• A specialized and experienced team to help meet your day-to-day banking needs.
• Tailored multi-currency deposit solutions for personal and non-personal funds.
• Customizable solutions designed to meet your interest rate and foreign exchange objectives.
• Exclusive insurance and lending services.
• Loans for the financing of aircrafts, yachts, or single-stock transactions.
• Multi-currency credit solutions across North America.

Family Advisory

• Succession Planning
• Family Governance
• Family Wealth
• Strategic Philanthropy

Institutional-Caliber Investment Management

An in-house team of wealth management specialists fully dedicated to your family.

Contact us to learn how we support the most discerning investors in managing their family wealth.