offering objective counsel,
exceptional client service,
and a disciplined, sophisticated
approach to wealth management.
Founded in 1983 as a single-family office; the founding family remains a client now spanning four generations
Became a multi-client family office in 2002
We serve a select number of ultra high-net worth client families, as well as their charitable foundations and endowments
High staff-to-client ratio
Our client reach is national
Our services are most appropriate for families with substantial wealth and a multi-generational focus
Over $1.7 Billion in assets under management*
CMWA has committed over $358MM* to private equity and venture capital since 2002.
*as of January 2020
At a Glance
5 Reasons to choose
cm wealth advisors
You are listened to and heard.
You receive objective, expert counsel.
Your affairs are thoughtfully managed.
Your investment program is disciplined
Your experience is exceptional.
We simplify your life,
giving you and your family peace of mind.
Wealth Management Advisory Services
Our family office services consist of comprehensive programs that integrate:
•Financial and Estate Planning
•Tax Planning and Preparation
•Lifestyle and Risk Management
The annual review is the capstone of this level of service.
Access to our robust, proprietary Private Equity program.
Investment Advisory Services
As a stand-alone service:
•We develop and implement a comprehensive investment program for you and your family.
•We act as your foundation's Chief Investment Officer and report to the investment committee, as required.
•We provide access to our robust, proprietary Private Equity program.
Assets Under Advisement
•We report on all of your investment accounts if you want to keep your assets with your current managers.
•We monitor and advise on your consolidated investment account performance.
•You may select other Wealth Management Advisory Services as needed for you and your family.
There are many ways CM Wealth Advisors creates value in addressing the unique opportunities affluence presents to individuals, families and foundations.
The following client stories describe the scope of our services.
We listen, assess, and present a comprehensive wealth plan, tailored for you by collaborating and harmonizing with your current professional advisors, accountants, attorneys and outside investment managers to simplify your life, giving you and your family peace of mind.
CEO of a Large Multi-National Company Receives Unexpected Services
When the CEO came to us, he was in search of a firm that could manage a portion of his significant portfolio. What he received was much more than that.
Connecting the Business and Personal Financial Pictures
At the time he began working with us, the CEO was preparing for the sale of the business, a liquidity event that would greatly impact his family’s lifestyle. Although he came to us for our investment management services, we counseled him on choices and planning for this impactful event and beyond. We helped him strategize for minimizing tax consequences, analyzing payout structures, managing real estate holdings, designing a private family foundation, arranging family office concierge services, and, most importantly, conducting financial planning for his entire family.
•First, our investment and tax professionals assessed the CEO’s anticipated financial windfall and provided a sophisticated analysis with objective advice.
•The CEO enlisted our help with his retirement plan; most notable were concerns about income stream and tax planning. We provided a detailed analysis, highlighting several payout structures along with the tax consequences for each structure.
•We worked with the CEO to develop a comprehensive wealth management plan. After the liquidity event, he invested in a more balanced portfolio involving funds we manage internally and funds managed externally. Additional funds are invested in our proprietary private equity program.
•The CEO chose our services for managing current and future real estate holdings. We assisted with the vetting, insuring and acquisition of the real estate properties as well as handling conservation easements.
•The CEO also needed help with private air travel needs. Our family office professionals vetted and presented various private air travel options to best fit his requirements. These options included jet cards, fractional ownership and charter.
•The CEO and his family sought our guidance in creating a private foundation for their philanthropic endeavors. As part of this service we distribute all donations, maintain the foundation’s books and prepare the tax returns.
•Annual meetings are important to this client and his family. The client prefers two meetings per year – one for a deep dive into his investments, and the other to discuss family financial planning as well as estate and charitable planning.
None of the examples presented here should be interpreted by you as a guarantee that you will experience the results you desire to achieve by engaging us to provide advice or services. These stories are a composite of services offered to clients and do not represent a specific client or client experience.