CM Wealth

CM Wealth is a multi-family office that manages investments, wealth transfer and philanthropy for a small group of families. Founded in 1983 as a single-family office, it has grown into an employee-owned firm of 25 professionals serving more than 30 families, with over $2 billion in assets under its guidance. Its work centers on investment management, trust and estate planning, tax preparation, bill pay, and family governance.

The firm works on a relationship basis, starting with an introductory conversation before taking on a family. It can coordinate with a family's existing accountants, attorneys and other advisers, and offers concierge help with logistics during family emergencies. CM Wealth is an SEC-registered investment adviser, and its office is at 2000 Auburn Drive in Beachwood, Ohio.