Family Offices
Why spend millions of dollars on a solution for family branches when CBData® and CBData® Pro can efficiently and effectively aggregate all of the information you need to support your family client infrastrucutre, including their family foundations and keep track of their individual trusts, multiple residences, warehoused items and even staffing.

We have courses that can train your staff how to run a Service Hub Concierge for your families and we'll support you, every step of the way.

One of our family office clients' matriarchs passed away, a few years ago, and with the click of a button, within 20 minutes, the family office had everything they needed to turn over to the estate attorney.


If it's important to your families, it should be in their copy of CBData
® !