At CI Galapagos Private Wealth, we look beyond investments to provide holistic advice and coordinated strategies for your wealth picture, no matter how complex it may be.
We act as a family office for many of our clients and are able to play many roles depending on your distinct needs. We can act as the:
• Multi-Generational Family Office for those desiring to create legacies and sustain wealth across generations
• Financial Family Office for those desiring a ‘Chief Financial Officer’ to manage, organize, and oversee their financial affairs
• Family Investment Office for those desiring a ‘Chief Investment Officer’ to manage and oversee their investments
We believe you make better decisions when you have a plan. We also believe your financial plan is the foundation for everything in your financial life and is a living, breathing document that evolves as your needs do. With CI Galapagos Private Wealth, you’ll gain the planning expertise you need to address your complete financial picture.
Decisions you make today can have a profound impact on the legacy you leave tomorrow. We can help navigate you through the complex legal and tax issues surrounding estate planning, so you can work to minimize taxes, protect your loved ones, and shape your legacy for the future.
Your investment portfolio is designed with the potential to power your wealth plan and provide the growth—and protection—needed to achieve your long-term goals. As Registered Investment Advisors, we focus on providing unbiased recommendations based on your needs and nothing else. We strive to put you in position to maximize risk-adjusted returns, while stringently managing risk and actively managing taxes.
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CI Galapagos Private Wealth