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 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us

Family Office Services

Family Office Services

"When the complexities and sophistication of your wealth intersect with your desire for simplicity, we welcome you to our family office—the ultimate private wealth experience."

– Marvin J. Schmidt

Built to stand the test of time, your integrated family office wealth plan is co-created with you and your advisors. Together we combine the past, present, and future to provide an exceedingly thoughtful strategy to meet the needs of your family. We recognize that there are many definitions of family, and however you define family, we are here to serve and guide you.

Family Office Defined

Our family office continuously administers and oversees the day-to-day matters of your family well beyond the scope of wealth management, in an exceptionally personalized manner. Recognized as one of the most technically skilled groups in the country, we have an industry leading professional to client ratio. We are equipped to counsel and guide the most complex family wealth circumstances.

Our proactive advice and counsel is supplemented by strategic partnerships with a holistic range of industry leading experts. For clients with strong, existing relationships with their own professional advisors, we appreciate the opportunity to collaborate with them. We often, though not required, act as your single point of contact and represent your family in coordinating the services of each strategic partner.

Seamlessly bridging the complexities and intersections of your wealth plan with your estate, tax, insurance, business, and charitable strategies is what separates you in seeking the ultimate private wealth experience and expertise.

 

Tax (Personal & Business)

Am I 100% certain I am not paying more taxes than needed?

Estate & Will

Am I confident that my business legal agreements (USA), life insurance contracts, investment account structure, and marital agreements don't contradict each other?

Investment Management

How do I know I am getting the best counsel on my financial assets?

Business Succession

How do I maximize my exit value and make the transition process as simple as possible?

My Advisors

Are all of my advisors proactively collaborating to maximize my benefit?

Charitable Giving

Where do I start, and how do I make the most of my charitable gifts?

Generations

Will my wealth be a curse or blessing for the next generation, and how have I prepared them?

Simplify Life

Is there a way to make life easier for me and my family with all the moving parts of my wealth?

Holistic Service Offering as Unique as You

We understand that no two clients are the same. Our tailored services address the unique circumstances of your wealth for the different stages of your life. Whether you require one or more of the following services, we will be here.

  • Investment strategy and implementation
  • Integrated tax and financial strategies
  • Estate and insurance planning
  • Client information management
  • Wealth transfer planning
  • Private and commercial banking
  • Lifestyle enhancements
  • Family continuity/client education
  • Business succession and advisory services
  • Philanthropic consulting
  • Concierge services
  • Family safety and security planning
  • Liability management
  • Bill payments
  • Record keeping
  • Tax and legal compliance
  • Health and fitness care
  • Travel services
  • Family legacy planning
  • Family and corporate governance consulting
  • Trustee and executor services
  • Family mediation

Set of four nesting dolls

4
GENERATIONS

Creating 100+ year family legacies

 

Infinity symbol

25+
YEARS

Continuous deliverance of family office services

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100
PERCENT

All family office clients are business owners or C-Suite executives

Available for Priority Reservation

Learn how wealth was meant to be managed. Contact our office to discover how having a private team can elevate your wealth management experience and let you see new possibilities through fresh eyes.

Start the Conversation

Advisors consulting

Your personal wealth plan and personalized services are built on our groups philosophy.

Our Philosophy

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Contact Us

1-780-970-5309 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.