CUBI offers family office services to wealthy families and individuals. "Cubi" translated from Latin means cube. Name of this figure reflect our philosophy of company and it's management. We are seeking reliability on any situation to clients safety. CUBI base each client family’s strategy on their integrated goals, customizing and executing on their solution to meet their diverse and evolving needs through their life stages and future generations.
-Investment services (Investment policy statement creation and maintenance, Asset allocation strategy, Ad hoc investment research, Consolidated performance reporting)
-Financial services (Bill payment and financial statement production, Estate / trust / gift planning and review)
-Tax services (Succession and estate tax planning, Comprehensive tax planning, Risk management, Tax compliance)
-Human Capital Services (Next generation education, Family governance planning and development, Life plan coaching, Life events navigation, Joint decision development)