Planning Services

The big picture

Before embarking on the journey to your financial success, we must first take stock of where you are now and decide which direction we want to go. We can only make this decision after fully understanding your current financial world and appreciating the big picture.

To create an investment strategy that aligns with your goals and needs, we must first understand your unique situation: your goals, attitude to risk, available timeframe, and other factors. To gain this understanding, at Cabanor International, we approach this process from several perspectives.

Financial planning

The overall big picture should be the driver that inspires your investment strategy. At Cabanor International, we bring that global overview into pinpoint focus.

Estate planning

Preparing and planning to secure and protect your family's wealth for the next generation and the generations to follow.

Family wealth services

For individuals and multi-generational families of wealth, Cabanor International’s Family Wealth Service offers much more than just investment expertise; it addresses every aspect of your financial life.