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  • Sovereign Private Wealth Counsel
  • Global Private Equity
  • Investment Management & Research
  • Estate & Taxation Counsel
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Although access to an Estate Attorney is more often used as a sales tool rather than an essential part of the Private Wealth process, CMW believes that it is impossible and intellectually dishonest to construct an investment portfolio without first intimately understanding the Estate, Taxation and Philanthropic context of a Member's singular circumstances.

CMW Estate & Taxation Counsel Advocates on a Member's behalf with outside attorneys as we collaborate to design and employ suitable and innovative Estate and Philanthropic strategies. Once the proper blueprint is in place, only then can CMW Sovereign Private Wealth Counsel utilize Contextual Asset Management™ to direct a Member's financial assets.