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CAV_OK Family Office Background & Overview Overview
Type
Family Office - Multi
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.
Contact Information
Website:
Year Founded:
CAV_OK Family Office Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
CAV_OK Family Office Leadership & Principals
Title:
Email:
Corporate Office:
Davidson, US
CAV_OK Family Office Portfolio & Notable Allocations
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