At CAV_OK, everything starts with listening. We want to get to know you, to hear what it is you’re trying to accomplish, then to help put the right plan in place. Once we have a clear sense of what you’re trying to achieve, our advisors can direct you to the service area that best fits your needs—whether that’s our Family Office function or our role in Tax Planning.
Our team of experts takes pride in a great breadth of knowledge: We can help with a full range of financial matters, all according to the needs of our clients and their families. And, we can serve your needs in whatever capacity you’re most comfortable with—whether that means handing you a plan you can execute on your own or else working in a more hands-on, intensive role.
Family Office Services
Our Family Office services are all about goal execution for high net worth families. These families tend to have complex needs, and it’s our job to coordinate complicated processes to deliver clear, meaningful results. We take time to understand your family’s needs, values, and hopes for the future, then draw on whatever internal or external resources are needed to help you achieve your objectives as efficiently as possible.
Tax Planning Services
We help clients prepare for the future—and that means looking ahead to potential tax liabilities and fees. Rather than reviewing your tax vulnerabilities, as a CPA firm might, we look ahead to what might be coming and help you take preemptive measures to minimize the taxes you face.