Wealth Coordination™
Story & Purpose | Wealth & Team Review | Purpose-Driven Collaboration
INDEPENDENT
FIDUCIARY
FEE-ONLY
Success and wealth bring opportunities and complexities. You deserve the clarity and peace that comes with an effective, purpose-driven team.
Our proven process facilitates a sharpened focus on what drives you forward, holistically considers your unique circumstances, and strategically designs a team that reflects your needs and personality.
The Process
Improving on the Family Office model, Wealth Coordination Services (WCS) are designed as a multi-phase process to form a clear family vision and direction for resources. The goal is to implement that vision while managing the members of the family’s professional team, facilitating collaboration, and guiding the team to provide a coordinated, purpose-driven effort.
This process is designed to meet the needs of families with a net worth between $20 million and $500 million. Professional collaborations common under Wealth Coordination Services may include some or all of the following:
Accountants
Attorneys
Bookkeepers
Third-Party Investment Managers
Personal Chefs
Personal Shoppers
Private Banking
CWM does not pay nor accept referral fees from any of these collaborative team members. WCS is billed as a flat fee negotiated between CWM and the client and is separate from the fee for Investment Management. Clients engage and pay professional collaborators directly for services rendered.
Build what’s next with clarity.
We’ll help you make wise decisions with what you’ve been given—so your wealth can serve what matters most to you.
