The Role of the Cherry Tree Family Office
Cherry Tree Family Office (CTFO) provides sophisticated wealth counsel to individuals and families who embrace the ideals of advocacy and privacy and seek to build their net worth.

As a family office, CTFO is engaged by its client families to guide financial, investment, tax and estate planning matters while managing the inherent conflicts of interest that often compromise the wealth counsel process. CTFO's professional team shares the belief that families of substantial wealth can benefit from the advocacy provided by CTFO in collaboration with third party providers of financial, investment, custody, tax and estate planning, and risk management services.

Why the Cherry Tree Family Office?

• A cohesive and experienced team dedicated to family office principles that firmly positions Cherry Tree as an advocate for their client families

• A rigorous wealth counsel process that focuses on building net worth and thoughtfully manages the interaction of a family's balance sheet, investment strategy and multi-generational plan

• A commitment to delivering a client experience tailored to the needs of the family