A STRATEGIC ADVISORY AND PROJECT MANAGEMENT FIRM FOR PRIVATE CLIENTS.
Who We Are
A firm dedicated to private clients and international wealth planning.
CW Partners is a boutique advisory firm supporting Family Offices, Independent Asset Managers, and their clients in managing complex financial, legal, and regulatory challenges with precision and efficiency. We offer project-based solutions in wealth planning, tax strategy, financial management, and corporate structuring, ensuring seamless execution and compliance in an evolving regulatory environment.
Our team of experienced professionals - Lawyers, Certified Accountants, and Structuring Experts - delivers practical, results-driven strategies to optimize assets, mitigate risks, and drive sustainable growth. With a structured and hands-on approach, we help clients streamline decision-making, implement solutions efficiently, and achieve long-term financial objectives.
Our fundamental values of excellence, integrity and accountability have gained us recognition as a leading private client advisory firm.
As a privately owned and independent firm, our clients can be confident that we will be sitting alongside them as we assist in determining the purpose of their wealth and establish and implement an optimal preservation plan while working closely with their existing banks and other professional Advisors or assist in selecting new ones. We aim to provide independent and impartial oversight of family assets.
Our Team
CW Partners’ highly qualified and experienced team of Advisors consists of Lawyers and Tax Advisors, Certified Accountants, Attorneys and Corporate Structuring experts, all of whom are members of national and international professional associations.
With a unique blend of expertise and the ability to understand the issues affecting different family dynamics and cultures, our Advisors are able to produce comprehensive and effective solutions to help clients protect, preserve and grow their family’s wealth.
Our experts provide estate planning solutions, implement and administer them, enabling clients to maintain various structures to navigate legal, tax and regulatory issues in multiple jurisdictions.