Family Office Services

Our goal is to simplify the complexity that comes with wealth and opportunity. With years of experience in family office management, we personalize our services to meet the unique needs of each client, providing assurance that every aspect of your family’s financial affairs is expertly managed.

Family Office Services

FAMILY OFFICE SERVICES

Supporting your family from all angles.

We offer comprehensive family office services that go beyond traditional wealth management to provide robust support for ultra-high-net-worth families. Our holistic solutions touch on key foundational areas, addressing your financial needs with precision and excellence:

Personal Accounting and Net Worth Reporting
Bill Paying and Expense Reporting
Budgeting and Cash Flow Planning
Tax Planning and Coordination

Investment and Balance Sheet Administration
Trust and Estate Administration
Lifestyle Management

Benefits We’ll Bring

Our commitment to the well-being of our clients and their families establishes the basis for a sincere and rewarding partnership.

Maximizing Your Time

Our family office clients enjoy highly personalized service from a team that is exclusively dedicated to you and your family.

Providing Institutional-level Access

Our rigorous institutional-grade analysis yields unique opportunities. We provide family office clients with access to private investments not typically available to individual investors.

Building Your Legacy

Future generations are a significant concern for family office clients. We provide education, counseling, and assistance with family meetings, enabling your children and grandchildren to make informed decisions about their wealth.

Structuring Your Estate

Crafting an effective estate plan involves complex decisions. From tax-minimization strategies to trust structures and trustee selection, our team offers insights and experience to guide you through these nuanced decisions.

Aligning With Your Purpose

Family office clients often have a keen interest in giving back. We help families assess options, steer major gift discussions, and manage philanthropy aligned with their mission, vision, and values.

team spotlight

Our team delivers tailored, hands-on support to ease the complexities of wealth management, positioning your assets wisely with sophistication and expertise.

Get to know the team

Michael Galvin, CFP^®

Executive Managing Director

When a family tells us they don’t know what they would do without us … there is nothing more satisfying than knowing we’ve helped make their lives just a little bit easier.

ABOUT Michael

Matthew Bean

Client Advisor

I believe in being fiscally responsible, never spending more than you make, and never getting too high or too low, no matter what is happening in the markets.

ABOUT Matthew

Lauren Manning

Client Advisor

Money is personal and there is no “one size fits all” approach to investing and planning. It is important to know your limits, understand risk and work towards achieving personal goals.

ABOUT Lauren

Brendan Lortie, CFP®

Relationship Manager

Any time I can do anything to improve a client’s quality of life, or even just help them breath a small sigh of relief, it’s been a good day!

ABOUT Brendan

Andrea Paucar

Relationship Manager

One of the things that brings me utmost professional satisfaction is when I am able to translate financial jargon into layman's terms which helps clients understand more about their financial health.

ABOUT Andrea

Client Reflections

Navigating Success Together

“After working with CW Advisors for twelve years, we can’t imagine working with any other financial advisor or family office. Their integrity, professionalism, personal concern, and investment advice have been top-notch.”

“We’re confident that the advice we receive is always given with no agenda other than that of serving our own best interests. Any questions we have are always listened to and respected. We’re treated not just as clients but as partners. We can ask for nothing more from an advisor.”

"CWA serves as the financial quarterback for three generations of my family, providing timely, sophisticated and proactive solutions to meet every challenge and fulfill all of our needs. From asset allocation to charitable giving, I trust CWA to help me make the best decisions for my family’s financial future."

“Our advisor is a man of impeccable character and integrity who puts his clients’ interests above all else. Over the 12 years that I have worked with him, he has continued to provide thoughtful and well- informed counsel. He always says what he thinks, does what he says and acts in our family’s best interest.”

“The team at CW Advisors are so responsive and anticipatory of our needs that at times it feels as if we are their only client. Looking back at all that we have accomplished together, I could not have made a better choice.”

Awards & Accolades

Memberships, Credentials & Affiliations

We provide our clients with a deep, experienced team of investment professionals uniquely qualified to handle every aspect of their wealth management needs.

7 Chartered Financial Analysts (CFA®)

23 Certified Financial Planners (CFP®)

2 Certified Public Accountants (CPA)

As of March 31, 2024

The Company We Keep

We strive to deliver objective guidance in achieving your goals and managing risks, as well as transparency in client investments and fees. All of the assets we manage are held in a separate custodial account and further protected through regular audits, reviews, regulatory examinations and performance reports by respected, independent fiduciaries. These include:

Primary Custodians

Fidelity Investments
Charles Schwab & Co.

Compliance Support

AdvisorAssist, LLC
Ashland Partners & Company, LLP

Legal Representation

ArentFox Schiff LLP
Winston & Strawn LLP

Performance Reporting

Black Diamond
Performance Reporting

FAQs

Selecting the right wealth management firm raises many important questions. We've compiled answers to some of the most frequently asked questions we receive, aiming to provide you with clearer insights and assist in your decision-making process.

01.What is a multi-family office?

A multi-family office serves several high-net-worth families by offering bespoke wealth management services. These encompass investment management, tax and estate planning, risk management, philanthropic planning, trusteeship, and even lifestyle or concierge services. This comprehensive approach is designed to address the unique financial and personal needs of each family, ensuring their wealth is managed effectively and their legacy preserved for future generations.

02.What benefits does a multi-family office provide compared to a standard wealth manager?

Unlike the broad approach often associated with standard wealth managers, a multi-family office provides a dedicated team that collaborates closely with your family. This specialized team brings a wealth of experience and insights, drawing on best practices from managing the wealth of other families with similar financial situations and assets.

03.Is a multi-family office right for me?

Multi-family offices serve multiple families by pooling their resources, creating economies of scale that benefit each family involved. This approach allows for shared costs, reducing fees and expenses for client families. At the same time, it expands the depth and variety of resources available to them.

04.What are the benefits of your family office services?

Our family office service minimizes hassles, allowing clients to focus on important aspects of their lives.

05.What type of clients do you work with?

We specialize in serving ultra-high-net-worth individuals and multi-generational families, as well as partners in private equity and venture capital firms. Our expertise also extends to supporting CEO founders and entrepreneurs.

06.How do family office clients benefit from your institutional-grade analysis?

Our rigorous analysis provides family office clients unique access to private investments not typically available to individual investors.

07.What expertise does your team bring to the estate planning process?

We create strategies that minimize tax burdens, establish robust trust structures, and assist in the thoughtful selection of trustees. We leverage our insights and experience to help you navigate the complexities of estate planning, so that your decisions align with your long-term goals.

08.How do you assist family office clients interested in philanthropy?

We help evaluate philanthropic opportunities, facilitate discussions around significant gifts, and oversee the management of philanthropic activities that align with the family’s mission, vision, and values.

09.Do you have access to private investments?

Absolutely. We recognize the value of private investments as a significant component of a diversified portfolio, offering attractive risk-adjusted returns. Our team actively sources exclusive opportunities in venture capital, private equity, private credit, and hard assets—sectors often inaccessible to individual investors.

10.What role does technology play in your services?

Our digital onboarding process eliminates the hassles of physical paperwork. Clients enjoy portfolio access and transparency, with the flexibility to use desktop, mobile, or tablet interfaces. Our estate waterfall analysis software offers families a real-time view of asset distribution, enhancing clarity and planning. Additionally, our secure document vault facilitates efficient sharing and storage of critical tax documents and other essential records.

Our approach

Defining Your Financial Future

As trusted wealth advisors, we combine our expert team's resources, specialized knowledge, and time-tested methods with innovative tools to meet our clients' distinct needs.

REALIZE YOUR VISION

OUR OFFICE LOCATIONS

Explore the Reach of CW Advisors

CW Advisors offers personalized service nationwide, leveraging local expertise in key markets through offices staffed by specialists attuned to both global trends and local nuances.

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