Service Offering

Wealth Management and Planning Services

 

Wealth management services include tax and financial planning as well as coordination of lending, insurance, and investment needs, including trust and estate components. While CWM Partners does not provide legal or tax advice, we will work with you and your team of advisors to develop and implement a plan that ensures coordination and synergy between the various aspects of your overall wealth management strategy.

Family Office Advisory Services

 

Family Offices are built to ensure that the multi-generational aspirations of a family are met through robust and sustainable family and wealth decision-making and communication processes. We are experienced in helping families build and oversee the optimal functioning of their physical or virtual family office, guiding, coordinating and overseeing the work of the multiple entities and professionals involved.

Family Board and Advisory Council Services

 

As an experienced board members and family advisors, the CWM team is available to serve as board members or trustees with expertise in financial markets, risk management, family dynamics, multi-jurisdictional wealth management, multi-generational planning, and family education and engagement.