CW is a boutique firm operating a multi-family office and trust company to address the needs of select individuals and their families.
Our wealth planning structures are administered by teams led exclusively by attorneys with experience both in law firms and large institutional trust companies, with each client assigned a single individual to serve as their point of contact for all needs within CW.
Similarly, financial recordkeeping for wealth planning structures for which we provide trustee services is conducted by a team of professionals led only by accountants formerly employed within the “Big 4”.
We are notably licensed to act as trustee in the province of New Brunswick, Canada and in the state of Wyoming, USA.
Our Philosophy
We believe that providing superior services requires a culture driven by integrity, excellence, transparency and innovation.
We take time to listen to our clients because by genuinely understanding their long-term objectives, we can customize our services. This is our philosophy of personal service. We are empowered by it. We focus on it. And it drives us. We will always endeavour to communicate with clarity, and defend our clients’ interests with professional diligence and unwavering dedication.
We serve and defend the interests of our clients free from conflict of interest, bias, and allegiance to any custodian, bank or broker-dealer. Our mandate is to work in the best interests of our client. Our firm is built on trusted relationships and loyalty that crosses continents.