CAV_OK Family Office provides high-touch service to select ultra-high net worth families with complex financial needs. Family Office work is enriching for us and the families we serve. We are devoted to advancing our clients’ human, intellectual, social, and financial capital – sustaining their wealth and overall well-being.

Our individual strengths and perspectives coupled with our shared values make us a powerful team. No two families come to us with the same set of needs and objectives. We are intent on nurturing relationships with each of our clients and helping them to achieve success in their life and work – however they define it.