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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...
Overview
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
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