CV Advisors is a South Florida family office and asset manager that works with families and small institutions to design, implement, and monitor bespoke portfolios.
Employing a multidisciplinary approach and drawing from our deep investment expertise, we offer a single-family office experience to our clients. This encompasses dynamic investment management solutions supported by robust research capabilities, an expansive network of private equity, private credit, and alternative managers, proprietary technology tools, and a dedicated team of private client services professionals to oversee the entirety of our clients’ financial needs.
Headquartered in Miami, CV Advisors family office manages tailored investment portfolios for entrepreneurs, ultra-high net worth families, and institutions. Drawing upon extensive research resources, we support a wide spectrum of mandates customized to individual clients’ needs. This includes diversified, liquid, efficient, and transparent portfolios built security-by-security, to advanced endowment model investment strategies supported by our network of premier private equity, private credit, and alternatives managers. We seek to achieve clients' long-term goals with accuracy, cost-efficiency, and rigorous risk management throughout market fluctuations.
Offering tailored family office services in Miami, Florida, we cater to clients' investment management requirements and more, providing comprehensive support that is designed to meet their financial broader needs. This includes establishing and managing custodial and banking relationships, managing liquidity, coordinating lending solutions, and leveraging our network of external service providers to meet tax and estate planning along with other financial needs. We provide our families with:
