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The right introduction, not a recommendation.
Money is one part of life where knowing the right person matters, but knowing where your own expertise ends matters just as much.
CribLife does not provide investment, financial, tax or legal advice. We don’t manage money.
What we can do is help you find the appropriately qualified people who do.
When a member needs specialist advice, we use our relationships to make relevant introductions to regulated institutions, professional advisers and independent specialists.
The advice stays between you and them.
Wealth Management
An introduction to a private bank, wealth manager or appropriately regulated adviser when you’re looking for professional advice about your financial affairs.
We make the connection. They assess your circumstances and advise you.
Family Office & Structuring
Families dealing with succession, estate planning, trusts, tax or affairs across several jurisdictions often need more than one specialist around the table.
We can introduce appropriately qualified family-office, legal, tax and structuring professionals.
They provide the advice. We make the introduction.
Property, Art & Collecting
Property overseas. Art. Watches. Wine. Collectibles and other specialist interests can sometimes require expertise beyond sourcing alone.
Where appropriate, we can introduce independent specialists in valuation, advisory, provenance, legal, tax or transaction support.
Philanthropy
Giving well can be as considered as investing well.
Where families want specialist advice around philanthropy, foundations or structured giving, we can introduce experienced professional advisers in the relevant field.
We know our place.
CribLife’s role is the introduction.
We don’t recommend financial products, assess investments, arrange transactions or receive or hold client money.
We know people. We make connections. The professional advice remains with the professionals.
By introduction.
CribLife. Life, handled.