We help you and your family manage the complexities of multi-generational wealth

Working with our clients to help them organize and understand the intricacies of wealth ownership, we develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.

In close collaboration with experts from across CIBC, as well as your external advisors, we work with you to provide a bespoke and elevated experience in four key areas:


We have extensive experience in building, customizing and stewarding solutions from across CIBC to meet the needs of your family enterprise. While our Family Office team has numerous administrative and technical responsibilities, above all they seek to nurture a long-term, multi-generational relationship founded on trust.

Personal Financial Management

Whether you need a simple bank account or a complex lending facility, our Private Banking team works closely with you, your family and your external advisors to meet your needs through unique and customized cash management, as well as credit and lending solutions.

Family Enterprise Advisory and Succession Planning

Each family enterprise is its own unique ecosystem, but they all have one common characteristic: the overlap of family, ownership and business issues. Our experts address planning needs that are critical to your family enterprise continuity including business succession, family governance, family legacy, family risk management and strategic philanthropy.

Investment Management

Experience unique access to our institutional due diligence capabilities, customized solutions and expertise in designing appropriately diversified portfolios. We provide objectivity, expertise and significant scale through resourcing best in-class portfolio managers that meet the goals, risk profile and time horizon of your family enterprise.

Family Enterprise Planning: Amin Kanji

Amin leads the national Family Enterprise Advising team, which assists client families in articulating their vision for their wealth, their families and their communities.

Amin and his team work closely with families, their advisors and experts across CIBC to implement wealth visions and strategies. This often involves intergenerational tax-effective wealth transfers and building effective stewardship capabilities across generations.

Amin also has extensive experience in integrating bank offerings across channels to ensure clients benefit from the complete breadth and depth of working with CIBC.

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Tax and Estate Planning: Jamie Golombek

Jamie guides family enterprises through the complexities of their tax and estate strategies. He often works with advisors within and outside CIBC to help families achieve their goals.

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Ultra-High Net Worth Private Banking: Lana Robinson

Lana and her team work closely with advisors and experts across our CIBC Family Office platform to help our clients build multi-generational plans for navigating the complexities of significant wealth. From white-glove North American banking services to customized investment solutions, complex credit arrangements and specialized planning expertise, her purpose is helping ultra-high net worth families optimize all of their wealth ambitions with peace of mind.

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Philanthropic & Legacy Planning: Kate Lazier

Kate leads our philanthropic and legacy planning capabilities and supports individuals and families to plan thoughtful and impactful charitable gifts. This includes helping them to focus on the causes that matter most to them and to communicate their values to the next generation.

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Investment Management Research: David Wong

David and his team design customized investment solutions and provide institutional-style asset allocation advice for individuals and families.

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Video: Succeeding as the next generation (4:19)

Hear from two thought leaders on best practices in identifying and overcoming roadblocks that are faced by the rising generation in affluent families. 

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Domestic agreements 

Domestic agreements prepare couples for the unexpected — potentially sparing you and your partner a lot of financial and emotional grief down the road.

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Video: When to consider exiting a business (4:24)

Trevor Gough, Managing Director of CIBC Mid-Market Investment Banking, Jamie Golombek, Managing Director of Estate Tax and Estate planning, and Susan Wood, Director of Wealth Strategies, discuss different factors to think about before selling a business. 

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Video: Philanthropy doesn’t always mean donating money (3:49)

Kate Lazier, Director of Philanthropy, and Anne-Marie Isaacson, Estate Planning Specialist, discuss alternative methods of donating to charity outside of cash donations.

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Video: Planning for summer cottages and winter condos (4:13)

Jamie Golombek provides insights on the benefits and disadvantages of keeping a family cottage in a trust. Additionally, Christine Perry speaks to gifting real estate and the various considerations and strategies.

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The triple benefit corporate donation strategy

In Canada, the tax incentives to promote your charitable giving make it easier to donate. In this piece, we’ll explore three tax benefits that can lower the cost of gifting to the causes you support.

The “Triple Benefit” corporate donation strategy (PDF, 1.1 MB) Opens in a new window.

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