Family Wealth

A close-knit family office operating as a focused team.

For individuals and multi-generational families of wealth, the Cabanor International Family Wealth Service offers much more than just investment expertise; it addresses every aspect of your financial life. With unique circumstances and a multidimensional financial situation, managing your finances requires a careful and thoughtful approach.

In coordination with your other advisors and representatives, we provide a coordinated and integrated plan that incorporates all facets of your financial world.

Cabanor International will:

• Manage tailored portfolios and monitor external investments
• Incorporate detailed balance sheets, cash flow, and estate planning analyses to make better-informed investment selections
• Counsel you on corporate compensation, charitable and philanthropic giving, and financial education plans for future generations
• Arrange family meetings to discuss legacy, business, and management transitions
• Bring together external professionals with expertise in accounting and tax consulting, risk management, property, and banking
• Collaborate with your other advisors to present a well-integrated plan