CWM Family Office – We Fiercely Protect Your HNW Family Like A Polar Bear Protects it's Cubs.
Look at your life Now &
Be honest with yourself.
You Have Many Things To Be Thankful For But Something Is Missing…
You are a successful family and own lots of things but as your success and wealth have grown, so has your never ending responsibilities.
- You have built a life of incredible success but have little or no free time for yourself.
- You have too much responsibility weighing you down. It’s making it difficult for you to be fully present so you can be the husband or wife, father or mother, or friend that you desire most to be.
- You built this life to give your loved ones everything. Unfortunately, the responsibilities you carry to maintain it, have silently distanced you from the people you love most.
The bottom line is, you have seen wealth tear too many families apart and you are not about to let that happen on your watch.
If You are Struggling with this…
We Feel Your Pain.
The Truth Is, Greater success Comes with Greater responsibility…
With all this responsibility, it can feel like you are working for your wealth, instead of your wealth working to create more life for you.
Unfortunately, you know if you keep postponing the hard family conversations, decisions, and actions, then life will eventually decide for you.
The pressure is building around “what happens next in your life, and everyone is looking to you for answers.
Wealth grew your responsibilities to unreasonable levels… and your ready to put more life back into you & your families life.
CWM helps families keep their money from tearing their family apart.
As Your Family Confidant We Help You Improve relationships In Ways That Money Can’t Fix.
We talk about the real life, big, messy, emotional decisions, and conflicts, that affect the family, the family business and your legacy.
We collaborate to help you break free of the daily grind, reclaim your time, and take action to build a stronger family, stronger family business, & stronger family legacy
We team up with you and your family to map out, reorganize & reprioritize your life, to give you clarity like never before.
Plain talk and a family harmony blueprint for HNW families who want to meaningfully rebuild and deepen relationships with the people they love.
“When you live true to the real you…
Your clarity, quality of relationships & love of life grow”
How we WOrk Together To change lives…
We help your family live authentic, in an artificial world that profits from breaking families apart.
Let’s face it. Making major family and financial life decisions, that affect the people you care most about, is gut wrenching hard and full of emotional conflicts.
Our family harmony process, is designed to help you navigate these emotional issues with greater care and understanding of each others authentic-self. This is the foundation needed to bring conflicts into the open and resolve misunderstandings so your business and family grow together.
With our honest, heart to heart conversations, about life’s most difficult financial and non-financial decisions, you will mentor each other and share: life lessons, knowledge, decision making skills, and emotional intelligence. These are the seeds for growing harmony.
With our confidential family collaboration sessions about managing your wealth, protecting your family, and deepening relationships, you will have an independent confidant to guide your family through conflicts and towards shared values.
Bottom line… We collaborate to help your family build stronger family bonds by communicating calmly about the silent conflicts you avoid, collaborating in ways you didn’t think were possible, and building family harmony in ways that your net-worth can’t.
25 years of successfully guiding clients through the best and worst of times has taught us that helping our clients build and maintain, these deep, meaningful relationships, is the true measure of a rich life.
Your Family’s Story Is still being written.
True Wealth, that Spans Generations, Is Created by… Being the best, husband, wife, father, mother, sister, brother and friend.
To do that requires your families whole hearted love, time, and attention.
Our services aren’t for everyone. We certainly are not for people who have given up hope on human relationships or plan to use power to control relationships or expect an overnight success.
For the inspiring few who take this journey with us. Take comfort in knowing we will join you throughout your life journey to help you transform your busy life into the rich relationships and meaningful memories you and your loved ones want as your family legacy.
If this is what you whole-heartedly want to experience for you and your family…
We welcome your call to schedule a family harmony consultation at 702.233.5700
Celebrating our 25th anniversary.
For 25 years, through the best of times & the worst of times, we have helped high net-worth families & family businesses owners live their values, make wise financial life decisions and build family relationships that last generations.
Why do we do what we do… “Passion brings joy that is fleeting. Fulfilling your purpose brings joy & meaning that lasts a lifetime.”
If this resonates with you Join us — Team CWM