CV’s Family Office has developed a platform that consolidates your investments and reports their individual and benchmark performances on a single dashboard, followed by a complete family balance sheet with individual investment summaries. With that much detail, you’ll be equipped to make informed decisions about your state of affairs.
We prepare a consolidated report on your investments and report on their individual and benchmark performances, followed by a complete family balance sheet and individual investment summaries.
We do not manage funds; we manage the managers of funds. Our professional relationships in the investment industry allow us to independently select the best asset manager for a specific need and if there is an existing relationship with a manager, we keep it.
We store your financial records in a secure, electronic format with 24-hour online access for convenience and clarity.