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CM Wealth Advisors Overview
Type
Family Office - Multi
Year Founded
1983
General Information
CM Wealth Advisors is a multi-family office headquartered in Beachwood. Founded in 1983 as the single-family office for the O’Neill family, whose fortune stems from the growth of Leaseway Transportation Corporation, the firm has evolved into an independent advisory partnership serving ultra-high-net-worth families, foundations and pooled investment vehicles. It offers integrated wealth management, investment oversight, estate planning, tax coordination and family governance, all managed by senior partners who maintain discretion and fiduciary alignment.
Contact Information
Website:
Website:
https://www.cmwealthadvisors.com/
Year Founded:
1983
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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