Whether you are undertaking a routine transaction or accessing more complex services, CIBC FirstCaribbean Private Wealth Management provides you with a full range of Private Banking services to meet your cash management and banking needs with the professional expertise you demand and the personal touch you expect.
In reviewing your financial affairs, your Private Banker will assess your day-to-day banking and cash management requirements. The solutions provided will help you manage your cash more effectively while ensuring access to your funds when and where you want.
Our cash management solutions include:
We understand the value of careful planning for you and your family. Our wealth structuring specialists can highlight various trust, estate planning and tax-optimisation strategies appropriate for your circumstances.
Through estate planning, you can concentrate on effective asset protection and preservation strategies such as:
An effective estate plan recognises your accomplishments and continues the path you have followed for the benefit of your heirs.
Credit Planning and Management
Regardless of your wealth you may have unique, and sometimes complex, borrowing needs ranging from basic credit to more sophisticated tax-optimisation strategies. At CIBC FirstCaribbean Private Wealth Management, we have both the expertise and the solutions to create the credit strategies you require. Our resident team of advisors includes specialists in structuring credit and credit management.
Our versatile credit products range from traditional loans, mortgages and credit cards to highly customised, specially structured loans and lines of credit with privileged terms and conditions. Your Private Banker can guide you to the solutions that best fit your circumstances.
If you are a business owner, CIBC FirstCaribbean Private Wealth Management understands that you have worked hard to achieve success and that the wealth you enjoy today is directly linked to your business expertise. We ensure that your business is an integral part of your planning, tailored to suit your unique circumstances.
Working closely with our experts in owner-managed businesses, your Private Banker will identify opportunities and strategies to create liquidity and growth for your business. From business succession planning to monetisation, the solutions proposed will reflect your needs as an individual investor and as an entrepreneur.
|Contact us at our Private Wealth Management Offices to learn more.|
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