Private office

For high-net-worth individuals and families

Our private office is designed to provide high-net-worth individuals and families with a complete view of their finances, addressing their specific needs and goals, from legacy planning to charitable giving and inheritance tax management. With years of experience managing complex wealth, our private office is a hub of expertise and a gateway to CLB Group's extensive resources. We cater to clients with more than $1 million to invest, providing bespoke investment management and financial planning that can include capital gains oversight and legacy holdings. In addition, as part of our comprehensive wealth management solution for high-net-worth and ultra-high-net-worth clients, we offer family governance and communication, tax-efficient holding structures, philanthropic assistance, mortgage and protection, and clear and concise reporting.

Investment management

Our team of dedicated portfolio managers in the private office is devoted to providing market-leading investment performance. Our robust investment process and investment-based offering set us apart from others in the industry.

Family governance and communication

We encourage families to communicate their goals and expectations openly and make decisions through our governance structure. Our commitment to family communication extends to developing ways to share information, such as producing annual newsletters and providing clear and concise print and online communications.

Structuring wealth

Our private office assists clients in creating tax-efficient holding structures and advising on complex investments, simplifying or streamlining the process as necessary by working with external specialists.

Inheritance tax

We advise clients on the implications of inheritance tax on their estate and create a team of advisers, as clients often require professional legal and tax advice to plan for inheritance tax.

Philanthropy

We understand the significance of philanthropy for many of our clients and their organizations, and we work with external organizations to facilitate charitable donations on their behalf. We provide impact reporting and aim to make philanthropy more accessible and straightforward.

Mortgages and protection

Our wealth planners assist clients in protecting themselves and their families in the event of unforeseen circumstances such as job loss, severe illness, or premature death. Our planners can also help clients with financing within the mortgage market, especially those with mortgages or dependents.

Reporting and client service

We are committed to providing quality and transparent reporting and working closely with our clients and their advisers. For example, our investment managers regularly speak with their clients to discuss their investment strategy, and we provide online portfolio summaries to keep clients up-to-date.

We believe our integrated financial planning, outstanding client service, and close working relationships set us apart. By working with our clients and a vast network of professional advisers, we provide a holistic wealth management solution that helps our clients achieve their financial goals.