Family Office Services

Estate Planning and Gifting Strategies

Depending on client goals, there are numerous estate planning vehicles available for our clients to consider.  We can help educate our clients and their beneficiaries on various planning techniques before they meet with their attorneys.

We then work closely with our clients’ counsel in planning and modeling the multi-generational elements to family wealth.

Personal Financial Statements

Wealth management is a dynamic as well as a visual process. Good decisions begin with accurate and complete information and a logical way in which to view it.  We provide clients with regular, comprehensive and useful views of their finances.

Aggregate Performance Reporting

CWA has invested to create a proprietary report that provides clients a comprehensive performance evaluation of their portfolios at regular intervals.

Tax Record Preparation

We work closely with client tax advisors to assemble and aggregate the tax impact of investment strategies to simplify the task of tax return preparation.

Additional Services

Many of our client families seek our help in non-investment related areas. We welcome those requests and where it makes sense to deliver those services directly, we do.  Often, there are better or more cost effective alternatives outside our firm and we seek out and evaluate those alternatives.

We maintain a network of firms with specialty knowledge in many areas of interest to our clients and will coordinate the seamless delivery of those services.