INTEGRATED PLANNING AND FAMILY OFFICE SOLUTIONS
Wealth managed with the care it deserves — and the expertise it demands.
We serve affluent families with a coordinated, comprehensive approach to wealth — from investment management and tax strategy to estate planning, family governance, and legacy building.
Wealth isn't just numbers. It's your family's story.
At CMG Family Office, we believe that managing wealth well means understanding what it's actually for. Every family has a unique vision — for financial security, for the next generation, for the causes they care about, and for a life well lived.
We don't begin with products. We begin with a conversation. We take the time to understand your full picture — your goals, your concerns, your family dynamics — and then coordinate the right team of specialists around you.
"We don't believe in cookie-cutter solutions. Every family is different, and your wealth strategy should be too — thoughtfully built, clearly explained, and managed with the long term in mind."
Steve Blumenthal · Founder, CMG Family Office and Private Wealth GroupComprehensive care for your family's complete financial life
From income tax planning to next-generation education, we coordinate the full scope of services your family needs — bringing together specialists and managing them on your behalf.
Proactive tax strategy designed to minimize your annual burden and protect more of what you earn — coordinated across income sources, investments, and business interests.
Thoughtful estate structuring to ensure your wealth transfers efficiently and according to your wishes — protecting your family and honoring your legacy.
Advanced planning to reduce lifetime tax exposure on ordinary income, asset sales, IRA Roth conversions, and business liquidity events.
Transition planning for your business — seeking to protect its value, preserving family harmony, and preparing the next generation to lead.
Structuring your assets to shield them from creditors, litigation, and unforeseen events — so your wealth stays where you intend it.
Maximize the impact of your philanthropy while optimizing its tax benefit — through donor-advised funds, charitable trusts, and private foundations.
Independent review of your life, disability, liability, and long-term care coverage — helping align protection with your needs while seeking to avoid unnecessary costs.
Rigorous independent due diligence evaluation across private equity, private credit, real estate, DSTs, hedge funds, and other alternative assets.
Private health and wellness resources — connecting your family to elite physicians, executive health programs, and personalized medical care.
We handle the details, so you don't have to.
Family financial administration is time-consuming and complex. We take it off your plate — giving you a clear, consolidated view of your complete financial picture.
Education & next-generation planning
The greatest gift you can give the next generation isn't just assets — it's financial literacy, shared values, and the tools to steward wealth wisely. We help families prepare their children and grandchildren through education, mentorship, and thoughtful wealth transition planning.
Beyond wealth management — building lasting family unity.
Wealth across generations requires more than financial planning. It requires communication, shared values, and clear processes for family decision-making. We help families build the structures that sustain harmony — and their legacy — for decades to come.
We help families create a foundational document that articulates shared values, vision, and principles for the generational management of their wealth.
Clear processes for how your family makes financial decisions — from investment oversight to philanthropic giving — reducing ambiguity and protecting relationships.
Structured, professionally facilitated family meetings that keep everyone informed, aligned, and engaged — fostering transparency and trust across generations.
Family businesses and shared wealth can surface conflict. We help families build the communication skills and protocols to navigate it constructively.
A different kind of family office relationship
We bring together a coordinated team of specialists and manage them on your behalf. You gain access to institutional expertise with a personal touch.
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Fiduciary standard, always We are legally required to act in your best interest. No hidden incentives. Full transparency.
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One team, fully coordinated Rather than managing separate relationships with your attorney, CPA, and advisor, we bring them together and coordinate their work on your behalf.
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Built on decades of experience CMG Family Office is backed by the experience and reputation of its affiliate, CMG Capital Management Group — a firm with over 30 years of investment management expertise.
"Wealth is not about having the most — it's about having enough, wisely managed, for the people and purposes you love."
and determine if we're the right fit for your family.