Our process at CAV_OK Family Office offers deep connection, ongoing engagement, and meaningful outcomes for our clients. When you partner with us, you can anticipate how we operate to serve your family:

01. Connect

We serve as your trusted confidant. We approach our clients’ lives with curiosity and care. We are engaged and active listeners, who come to learn about where you’ve been, where you are, and where you hope to be in the future.

02. Plan

We serve as your strategist, planner, and advisor. Your unique beliefs, circumstances, and goals shape your family strategy. We develop a roadmap that informs the financial planning and execution process to efficiently achieve your goals.

03. Act

We serve as your operator and ambassador. We manage routine tasks, ad hoc requests, and short- and long-term strategic projects. We oversee the moving parts that impact the wealth management needs of your family. We work with business and estate planning attorneys, accountants and tax advisors, public and private investment managers, to ensure that all services are coordinated for your family and that your long-term objectives and best interests are being met.

04. Monitor & Adjust

We serve as your regulator and constant companion. We maintain extensive knowledge of your assets, significant documents, key dates, and the “why” that drives your family strategy. We develop a routine cadence of two-way communication with you to discuss progress and updates. We have an uncanny ability to troubleshoot and adjust when new or unexpected circumstances emerge, asking the right questions, marshaling resources quickly and deploying them appropriately.

Start the Process

Our process supports our mission: to help families clarify their financial goals and navigate their path to success. Our extensive service offerings are tailored to meet your unique needs. Reach out to CAV_OK to start the conversation.