Multi-Family Office
With more than 25 years of experience in the investment markets, Cantor Wealth Advisors is a trusted partner for wealthy families
Our services
Our services are delivered by our team of skilled professionals while leveraging specialized partners for legal, accounting, and compliance support.
Our main in-house services
We provide tailored investment advice and facilitate access to financial products that align with your financial goals and risk tolerance. Our approach ensures your assets are positioned effectively for long-term success.
We provide bespoke advice to help you make informed multi-asset investment decisions. Whether you’re looking to build a diversified portfolio or optimize your existing investments, we’re here to help you achieve your financial objectives.
We deliver expert deal-arranging services to streamline complex corporate transactions, guiding clients from strategic negotiation to successful closing while ensuring seamless execution and maximizing value.
We deliver expert deal-arranging services to streamline complex corporate transactions, guiding clients from strategic negotiation to successful closing while ensuring seamless execution and maximizing value.
Our main outsourced services
We recruit top-level lawyers with extensive experience of running a family office to ensure compliance with all relevant laws and regulations, including those relating to investments, trusts and estate planning.
We delegate financial book-keeping for all aspects of the family’s wealth, including investments, expenses, and income.
By outsourcing Data Management, Cybersecurity and Cloud Computing Services, we can focus on our core activities and provide you with better value while improving operational efficiency.
We entrust the compliance mission to seasoned experts in regulatory requirements and internal policies, ensuring the establishment of governance structures to oversee the investment process and decision-making.
Benefits of a multi-family office
Comprehensive and integrated approach to wealth management
Our multi-family office brings together a team of professionals with expertise in various areas such as wealth management and investment advisory. This expertise is valuable in navigating complex financial strategies.
Multi-family offices offer personalized and customized solutions tailored to the specific needs and goals of each client family. This level of customization is difficult to achieve otherwise.
The fees for a multi-family office are more cost-effective than self-managing investments, given the scale and expertise of the services provided.
A multi-family office often has access to a wider range of investment opportunities, including private equity, hedge funds, and other alternative investments, which may not be accessible to individual investors.
A multi-family office can help manage risk by diversifying investments and implementing risk management strategies that may be more difficult to achieve on an individual basis.
By outsourcing the management of financial affairs to a multi-family office, clients can enjoy the convenience of having professionals handle their financial matters, providing peace of mind.
Our Investment process
Structured, robust and market-proven
Investment profile
We define the investment objectives, including financial goals, risk tolerance, time horizon, and any specific constraints or preferences.
STRATEGIC ASSET ALLOCATION
We determine the target asset allocation based on the investment profile and the correlation among asset classes.
PORTFOLIO CONSTRUCTION
We construct a diversified portfolio that reflects the strategic asset allocation, considering factors such as liquidity, cost, and tax efficiency.
MONITORING & REBALANCING
We monitor the performance of the portfolio against the investment objectives and rebalance the portfolio periodically to maintain the target asset allocation.
REPORTING
We provide regular reporting to clients on the performance of the portfolio, including investment returns, risk metrics, and compliance with investment guidelines.
