CM Wealth is your family office, helping you invest, manage, and transfer wealth in a legacy of purpose
We deliver institutional strength with individual care.
Founded in 1983 as a single-family office, we’ve grown to an employee-owned firm of 25 professionals serving 30+ families through financial and lifestyle services with customization and care. We manage more than $2 billion in assets, carrying out investment, wealth management, and philanthropic strategies that aim to help clients build generational prosperity and purpose.
Allow us to unify your team and deliver peace of mind.
Our multi-family office team gets to know you and customizes our services to your preferences and values. As your family office, we unify everyone on your team—relatives, advisors, accountants, attorneys, and managers—toward a shared goal.
Preserve your legacy. Move forward with clarity. Free your family from the day-to-day and enjoy the life you’ve built.
Your wealth is a platform for values that outlast you. We translate those values into enduring structures and practical freedom, so you can live your legacy, not manage it.
Legacy is at the core of our partnership. We help you build and preserve your family values, wealth, and a name that endures across generations.
Philanthropy is a popular expression of legacy. For clients who wish, we structure giving for maximum impact—donor-advised funds, mission-aligned investments, and stewarded grantmaking that reflect your values.
Freedom allows you focus to live out your legacy. Consolidate administration and advisory coordination—bill pay, trust administration, advisor management, and family governance—and regain time and choice.
Enjoy a Boutique Approach From a Multi-Family Office
As a multi-family office, we act as the central engine for your family’s financial life. Our team of 25 professionals provides a dedicated, high-touch alternative to institutional banks—delivering integrated services in wealth transfer, estate planning, investment strategy, tax prep, bill pay, financial education, and philanthropy.
LEARN ABOUT CM WEALTH SERVICES FROM STAFF MEMBERS AND CLIENTS (NOT COMPENSATED FOR THEIR TESTIMONIALS)Formalize the Vision: Your Family Office Starts Here
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 your family office, CM Wealth.
Build a relationship with our team. Let us hear about your family’s passions, dreams, and upcoming transitions. Allow us to share how we serve 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 that centers all investment and philanthropic decisions on your greater goals. 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.
See your vision realized by our multi-family office team. We implement your personalized financial plan—including tax-efficient estates, tailored trust structures, and curated investment opportunities. We also structure your family governance and provide concierge lifestyle services to educate and equip future generations.
Track your financial progress with continuous access to performance reports. Benefit from a team that adapts financial strategies based on the changing circumstances of your family. Lead your family with confidence, around a clear sense of purpose, knowing you have a multi-gen partner in CM Wealth.