CAV_OK Family Office Overview

General Information

CAV_OK Family Office is a multi-family office headquartered in Davidson. The firm serves select ultra-high net worth families with complex financial needs, offering integrated management of investments, estate planning, and advisor relationships. With a focus on stewardship and continuity, CAV_OK Family Office provides tailored solutions across wealth management, philanthropy, and legacy planning—enables clients to navigate multifaceted financial landscapes with clarity and confidence.