CE̅DRUS
5.0
CĒDRUS helps high- capacity families achieve contentment by offering expertise in family business planning, life transitions, and wealth management.
About
CĒDRUS helps high- capacity families achieve contentment by offering expertise in four key areas: articulating family goals and visions, safety and wise counsel, transparency and accountability of advisors, and innovative wealth strategies. The company emphasizes a holistic approach to wealth management, transparency through an access portal, and alignment of wealth with family needs and goals.
Services
Family Business Plan
Integrates and manages purposes, passions, and goals with family wealth, focusing on wealth protection, vision statements, communication, analysis, and strategic planning.
Life Transitions
Offers financial counsel and practical advice for various life transitions, including business sales, death in the family, career changes, retirement, and more.
Family Office Services
Provides a comprehensive suite of services including articulating family vision, succession planning, education funding, retirement planning, estate tax strategies, asset allocation, wealth management, money manager oversight, risk management, tax strategies, and strategic family projects.
Credentials & Certifications
Reviews
