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CI Private Wealth Overview
Type
Multi Family Office
General Information
CI Private Wealth is a multi-family office headquartered in Toronto. The firm serves affluent families with comprehensive wealth management, investment advisory, and financial planning services. Its team collaborates closely with clients to address complex financial needs, including succession planning, tax optimization, and philanthropy. CI Private Wealth integrates tailored solutions across asset classes—supports families in preserving capital, managing generational transitions, and achieving long-term financial objectives.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Miami, United States
Portfolio & Notable Allocations
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