Family Office Services
Bringing the big picture into perspective. We are pleased to present our Family Office Services integrated with our Wealth Management Services — a centralized and personalized source for the most comprehensive and innovative financial advisory services available.
The following illustrates how our Family Office Representatives can coordinate all your Family's needs into one package to provide you with the most efficient and expertly handled service:
We provide all of these services while maintaining privacy, confidentiality, and discretion.
No matter how diverse and demanding your financial situation may be, you can rely on Commonwealth Bank and Trust to conserve your valuable time and make your life a little easier as we help you make the most of your banking and wealth management relationship.
Wealth Management & Trust Services
4350 Brownsboro Road, Suite 210 | Louisville, KY 40207 | Phone: 502.259.2500 | Email: firstname.lastname@example.org
Investment products are not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.