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As your wealth grows so do the complexities around managing, preserving and passing on wealth. We can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles.

Investment Management

cf groupp devising a short- or long-term strategy for acquiring and disposing of portfolio holdings and also includes banking, budgeting, and tax services and duties.

Financial Planning

Comprehensive strategies aligned with a family’s personalized goals to cover their entire financial world – from retirement and education funding to multiyear cash flow modeling.

Estate and Trust Planning

A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan.

Personal Financial Management

Eliminates the burden of daily financial minutia while gaining an understanding of your financial situation in order to make the most of your assets in day-to-day life and in planning for your future.

Deposits and Lending

Through cf group, clients can access traditional private banking services: premium deposit and cash management, mortgages and home equity lines of credit, and securities-based lending solutions.

Insurance and Asset Protection

Protects client assets who are vulnerable to catastrophic lawsuits that put your personal fortune at risk Including review of legacy policies and life insurance ownership analysis.