CMA Wealth

Family Office

A family office is a private wealth management entity that serves high net worth families. Family offices can be Single-Family Office or Multi-Family Office and provide services such as investment management, tax planning, estate planning, philanthropy, and family governance.

The advantages of having a family office include customized services to fit the unique needs of the family, greater control over family wealth, increased privacy and confidentiality, access to a network of professionals and experts, and improved governance and succession planning.

Before setting up a family office, key considerations include the size of family wealth, investment goals, and family dynamics. Steps involved in setting up a family office include hiring staff, creating a governance structure, and selecting service providers.

Overall, family offices are continuing to evolve to meet the changing needs of high net worth families. By staying ahead of these trends, family offices can provide their clients with the best possible service and ensure the long-term success of the family office.


We at TruVerse handle a family’s financial affairs in entirety with a deep understanding, that each family office is different and has a unique need. We provide innovate solutions specific to unique challenges. Our team of dedicated professionals, partner with clients to become true custodians of your family wealth; enhancing family unity, governance and financial acumen. Every family deserves the advisory they need.


We at help clients set up a customised family office which serves their needs. We serve as the central bridge between the vision for your legacy and your present truth. This means not only establishing a Family Office but setting up a strong foundation for it and assisting you every step of the way.