Wealth Management

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.

What We Offer

Private Wealth Management
Get a high impact with Private Wealth Management

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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.

Financial Stewardship

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

Life and Legacy Planning

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

Liquidity and Lending

Integrate competitive private banking solutions with your broader goals
1. Cash management and deposit services 2. Lines of credit and bridge financing
3. Securities and asset-based lending
4. Real estate loans

Giving and Social Impact

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

Investment advice

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

Trust and estate planning

Long-term strategies to support your family, plan for the future, and build your legacy
1. Life and legacy planning
2. Income tax and financial planning
3. Wealth transfer strategies
4. Family office and next-generation resources

Institutional Client Solutions

Dedicated to providing customized investment advice and implementation solutions for nonprofit organizations.

Alternative Investing

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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What Our Customers Say?

More than 99% customer satisfaction is our success.

Giles and his team at CF Banque Business Consulting have been absolutely great to work with and they definitely have gone above and beyond for us by streamlining all of our accounts so that we can focus.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

Heather Smith - Talk

Director, Radical Orange Pty Ltd.

CF Banque – Strategic process for your profits The most optimal consulting solution.