Family Office Services

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.

A Legacy Of Your Own Making

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.

Special Opportunities

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.

A Wide Range Of Asset Classes

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. 

The Value of Alternative Assets

We are strong believers in alternative assets to improve diversification, reduce risk and improve return.