Care Benefit Change Your Financial Life.
Your Team of Experts, Unified. Your Financial Plan, Simplified.
The Virtual Family Office Experience, Reimagined.
The Cost of Disconnected Financial Advice
When your financial professionals don't collaborate, you pay the price—missed opportunities, overpaid taxes, and exposure to legal and financial risks. Without proactive, unified planning, your legacy and family's future are vulnerable. Don't let complexity or inaction cost you what you've worked so hard to build.
Disconnected advisors mean missed tax savings, investment opportunities, and protection strategies.
Without coordinated tax planning, you could be paying thousands more than necessary each year.
Without proper coordination, your wealth may not transfer efficiently to the next generation.
A Unified Approach to Your Financial Life
Our clients no longer struggle with disconnected advice from scattered professionals. You don't have to worry about your wealth falling through the cracks. At CBC, we coordinate everything—so your business, tax, estate, and investment strategies work in harmony.
With our Virtual Family Office approach:
You get proactive tax-saving strategies.
Our CPAs work with your financial planners to minimize tax burden.
You gain legal protection for your assets.
Our attorneys create structures that shield your wealth from risks.
You build a plan that secures your legacy for generations.
Our integrated approach ensures smooth wealth transfer to your heirs.
Why We're Your Trusted Financial Guide
At CBC Financial Family Office, we understand how overwhelming high-level financial decisions can feel. That's why we've built an elite team of top-tier attorneys, CPAs, and wealth planners who collaborate around you.
Our team includes top-tier attorneys, CPAs, and wealth planners who work together on your behalf.
With over two decades of experience, we've seen and solved complex financial challenges.
We've helped hundreds of successful entrepreneurs and business owners protect and grow their wealth.
"Before CBC, every advisor told me something different. Now they all work together—and I finally feel peace of mind."
E. Chan, Entrepreneur
"My tax bill dropped by six figures after just one year with CBC."
K. Liu, Business Owner
3 Simple Steps to Financial Clarity
Getting started with CBC is straightforward and designed to give you immediate clarity.
We learn about your goals and assess opportunities for tax savings, risk reduction, and growth.
Built by your team of legal, tax, and wealth experts working in coordination.
We execute your plan and guide you every step of the way toward financial peace of mind.
Your Path to Financial Confidence
We know you want to be a confident, empowered wealth builder and protector of your family legacy. To do that, you need clarity, coordination, and expert advice across every aspect of your financial life. The problem is, traditional financial advice is fragmented—your lawyer says one thing, your CPA another—and that leaves you exposed, stressed, and uncertain.
Harness the Power of a Family Office
At CBC Financial Family Office, We provide comprehensive planning for your business, taxes, estate, wealth, and risk management all under one roof. We are a one-stop shop for the busy entrepreneur. Our team consists of wealth planners, CPAs, attorneys who all work together with one goal in mind: Providing our successful business owner clients the best-in-class comprehensive planning. Having all of your professionals working on the same side of the table not only simplifies your financial life but allows us to bring you much more proactive and holistic advice.
Proactive and holistic wealth planning—unified under one roof
We recognize that our best clients want PROACTIVE and HOLISTIC planning. That is why at CBC Financial Family Office, we have upgraded to a 21st century business model based on forward thinking advice and supported by a Virtual Family Office of experts. We believe no one should have to juggle multiple experts who aren't talking to each other. We understand how complex wealth planning can get, and that's why we created CBC—a family office model that brings together tax, legal, and financial experts under one roof.
So, schedule your discovery call today, so you can stop wasting time and money on disjointed advice and start building a protected, prosperous legacy with a trusted team behind you.
Ready to Plan for Your Family's Financial Success?
Schedule your discovery call today and take the first step toward financial clarity and confidence.