THE FAMILY OFFICE STYLE EXPERIENCE

CFM’s clients rely on our unique approach to wealth management. Our holistic, family office style is designed to protect your legacy for future generations.

plANNING

We provide a family office style approach to financial planning, with access to an extensive network of affiliated tax, estate, and trust professionals, and our bespoke investment offerings. We seek to maximize control throughout our clients’ lives and across multiple generations, preserving and protecting our clients’ legacies for years to come. 

Investments

Our dedicated investment management and trading team vets and provides access to a range of alternative investment strategies as well as traditional wealth management service. We actively review and manage your assets as your needs change.

TAX

Our affiliated tax professionals are ready to assess potential tax implications and liabilities over generations, not just the next year. We aim to help you pay only the necessary amount across all of their investments, saving financial assets and preserving your legacy.

ESTATE AND TRUST

Build a legacy that endures. You will be provided with a robust, modern approach to financial planning with due consideration to estate concerns. By utilizing resources from our preferred partnerships, you have complete control over who can access and make decisions over your estate, no matter the circumstances. 