Multi-Family OfficeRIA · CRD 130729SEC-Registered

Updated:

CS Advisors Family Office

CS Advisors Family Office is a multi-family office headquartered in Boca Raton, United States. Founded in 2002, the firm grew out of the investment-advisory...

CS Advisors Family Office

CS Advisors Family Office is a multi-family office headquartered in Boca Raton, United States. Founded in 2002, the firm grew out of the investment-advisory practice and real-estate holdings of founder and president Steven Sherman, and it now supports multiple affluent families with comprehensive wealth planning, tax coordination and direct real-estate oversight. Its multidisciplinary team integrates portfolio management with estate, philanthropic and business services—providing disciplined, fee-only guidance.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Boca Raton

Frequently asked questions

What is CS Advisors Family Office?

CS Advisors Family Office is a multi family office headquartered in Boca Raton, United States.

Where is CS Advisors Family Office headquartered?

CS Advisors Family Office is headquartered in Boca Raton, United States, in the North America region.

What does Altss track for CS Advisors Family Office?

Altss maintains an OSINT-verified profile of CS Advisors Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is CS Advisors Family Office?

CS Advisors Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on CS Advisors Family Office?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was CS Advisors Family Office's Altss profile last updated?

CS Advisors Family Office's profile on Altss was last refreshed on May 29, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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