Sophisticated wealth management strategically manages all of your wealth and creates unique opportunities.
We have an extensive network of experts and relationships with sophisticated and well-respected investment managers, attorneys, and other talented specialists with unique expertise to help you.
Whether your wealth is shared with your children or is part of a philanthropic strategy—or both—we can create the portfolios and governance to make sure the wealth achieves its intended purpose.
Cypress has a unique legal and accounting infrastructure that allows clients to make direct investments in opportunities that otherwise would have prohibitive minimums and/or may be impossible to access.
We work with clients to provide access to special opportunities across all asset classes, everything from venture capital and impact investments to direct real estate and other non-traditional assets.