CM Wealth is your family office, helping you invest, manage, and transfer wealth in a legacy of purpose
We have a legacy of building yours.
Since 1983, we’ve helped high-worth families expand affluence and enhance legacy. Our multi-family office manages more than $1.7B in assets, carrying out investment and philanthropic strategies that aim to help clients build generational prosperity and purpose.
Get a quarterback to unify the team and bring your family peace of mind.
Our multi-family office gets to know you, treating your family as our own, listening and learning to customize our services to your preferences and life changes. Then we unify everyone on your team—relatives, advisors, accountants, attorneys, and managers—toward a shared goal.
Financial Management and Family Office Services with CM Wealth
Our multi-family office offers a full suite of services with a boutique approach. We customize plans for wealth transfer, estate planning, investment strategy, tax prep, bill pay, financial education, and philanthropy. We invest with a generational outlook and provide all clients access to our best ideas in private and public markets.
Learn about the care you receive with CM Wealth.
LEARN ABOUT CM WEALTH SERVICES FROM STAFF MEMBERS AND CLIENTS (NOT COMPENSATED FOR THEIR TESTIMONIALS)Start Your Path to Unity and Legacy with CM Wealth
It’s never too early to begin crafting generational prosperity and a legacy of purpose. Take time now to connect with our caring, concierge team and learn more about forming a long-lasting relationship with CM Wealth.
Grow acquainted with our relationship-driven team and inform us about your family’s passions, dreams, and upcoming transitions. Hear about our service to multi-gen families with a long-term outlook. Maintain your privacy while together we decide if this is the right fit to serve your family’s prosperity and purpose.
Receive guidance on crafting a multi-gen vision for your family, so that all investment and philanthropic decisions serve a greater goal. We assess the work of your other financial service providers, and in many cases communicate with them about your intentions—unifying everyone toward clarity, peace, and a singular plan.
Benefit from a plan for wealth management and boutique family office services—all customized to your legacy goals. Through our proprietary investment approach, rooted in private equity experience, we bring you exclusive opportunities, vetted through networked sector and legal experts, and aligned with your passions and risk tolerance.
See your personalized plan enacted as our multi-family office team seeks to grow wealth, provides tax-efficient estate and financial plans, protects your cybersecurity, builds your philanthropic endeavors, and mentors your younger generations on financial acumen and leadership skills.
Inspect reports tracking the performance of your investments. Work with our team to adjust investment strategies based on the circumstances of your growing family, continually reviewing financial and estate plans to fulfill your goals. Move forward for generations with a steady, consistent wealth management partner.