CAV_OK Family Office offers a breadth of services to provide comprehensive financial care for our clients.
Asset & Performance Reporting
Track net worth. Maintain knowledge and recordkeeping of assets and significant documents. Report total portfolio returns and risk relative to peer groups and indices.
Business Succession Planning
Protect wealth in retirement, disability, or death of a business owner or key employee. Identify and develop potential buyers or successors.
Business Acquisition & Exit Planning
Outline personal, tax, legal, and financial implications of the sale or purchase of a business.
Cash Flow Analysis & Reporting
Track cash flows. Model future income, expenses, and strategies to align cash needs with plans to spend, save and invest.
Education, Estate & Legacy Planning
Oversee and align estate and education planning with client’s long-term goals to protect, preserve and share substantial assets.
Executive Compensation Planning
Evaluate income, benefits, stock options, deferred compensation, dividends, and distributions.
Family Advisory Team Coordination & Supervision
Manage accountants, attorneys, bankers, investment managers, insurance, philanthropic and other advisor relationships.
Family Governance & Education
Facilitate family meetings, values, multi-generational financial education, leadership development, family succession and distribution planning.
Financial Administration & Project Management
Serve as family ambassador and administrator re: communications, planning, paperwork, bank wires, deadlines, etc. to complete projects and tasks.
Financial Strategy & Planning
Assess current asset mix and performance against desired asset mix and performance, considering all scenarios, for long-term planning. Design financial strategy and tactical implementation plan. Evaluate and source deal flow.
Philanthropy & Impact Planning
Support entity selection, governance, active and passive giving, and strategic prioritization.
Manage liability planning, concentration risk, wealth transfer, and unexpected events.
Tax Strategy & Consulting
Provide tax planning and support related to transactions, compliance, legal entity structure, income and estate taxes.
Schedule a Meeting with CAV_OK
We look forward to meeting you and learning more about your needs. Reach out to CAV_OK to schedule an introduction to our team.
Reach Out to Us
We are esteemed for our transparency, approach, and effectiveness. Reach out to CAV_OK to start the conversation.