Managing material wealth can be complex. CTC l myCFO offers a comprehensive suite of integrated services to meet the challenges and opportunities faced by ultra-high net worth individuals and family offices. You’ll receive the highest quality advice and service from one central point of contact, who will proactively and seamlessly manage all aspects of your wealth. Drawing on both our in-house expertise and global network of advisors and service providers, we’ll deliver solutions that best serve your short and long-term goals.
We can help you provide enhanced expertise and service to your clients, offering a complete range of financial solutions and specialty services.