Our Solutions
Comprehensive wealth management services tailored to your unique needs and goals.
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.
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.
Our Solutions
Comprehensive services designed to protect and grow your wealth across generations.
Tax Planning
Minimize your tax burden and maximize your after-tax returns.
Ever wonder why large corporations can report billions of dollars in profits, yet pay little to no income taxes? And how you, as a small to mid-sized business owner seem to be paying more and more in tax every year? The difference between you and those large companies, is they have a team of professionals on their side who specialize in tax reduction strategies. Let us do the same for you.
Some CPAs do little more than record history, simply focused on putting the right numbers in the right boxes. There is a big difference between preparing tax returns and doing proactive tax planning.
We integrate tax planning into every financial decision, not just during tax season. By working collaboratively with CPAs and legal advisors, we identify hidden tax-saving opportunities.
Our proactive strategies help reduce current liabilities and plan smarter for future gains. After all, it's not what you make, but what you keep.
We can help you with:
Ready to Plan for Your Family's Financial Success?
Schedule your discovery call today and take the first step toward financial clarity and confidence.