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  • Sovereign Private Wealth Counsel
  • Global Private Equity
  • Investment Management & Research
  • Estate & Taxation Counsel
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CMW's proprietary approach, Contextual Asset Management™, provides the framework within which a Member's financial assets are organized and directed. Although the vast majority of those investments are run by a variety of independent and exceptional professional money managers, we typically retain as much as 20% to be handled by CMW Investment Management & Research.

CMW IM&R develops and administers Hedge Fund strategies in an effort to provide additional return while also striving to minimize a Member's overall portfolio risk by maintaining control -- down to the individual security level ‚ over a portion of a Member's assets.