Contact UsDrawing on decades of experience serving the affluent, CAB provides specialized professional services to high net-worth individuals and multi-generational families.
Our knowledge of best practices in all areas affecting the wealthy ensures that our high net-worth and multi-client family office clientele receive a customized strategy that best reflects their specific lifestyle and wealth-management goals.
The High Net Worth/Family Office Services team has a unique and successful “Quarterbacking” approach to client service. We coordinate and work seamlessly with a host of experts in specialty areas, such as niche money managers and hedge funds, law firms, insurance and other specialty consultants and continually evaluate how new developments may affect our clients. We work with our strategic partners to keep a steady flow of state-of-the-art opportunities, practices and ideas in our communications pipeline.
CAB does not receive commissions or any other form of direct or indirect remuneration from money managers we may recommend to our clients. Our reputation for honesty, integrity, independence and unbiased advice is especially valued by the clients we serve.
CAB typically assigns at least one partner and an experienced associate to manage a client relationship. Clients enjoy continuity and a solid, integrated process, while at the same time benefiting from cutting edge tools and opportunities available to the entire team.
Services include:
- Sophisticated tax planning and ongoing compliance
- Wealth transfer strategies
- Business succession planning
- Insurance evaluation, placement and management
- Asset allocation and investment oversight
- Trust administration
- Philanthropic giving and management
- Aircraft acquisition structures and ongoing compliance
- Deferred compensation and retirement programs
- Document retention and technology systems
- Structuring nonresident investments in the U.S.
- Bill paying, budgeting and cash flow analysis
- Asset protection planning
- Concierge services