Profile Preview — Altss
CW Advisors, LLC Overview
Type
Family Office - Multi
Year Founded
2009
General Information
CW Advisors, LLC is a multi-family office headquartered in Boston. Founded in 2009 by investment professionals led by Paul Lonergan, the firm manages wealth originating from entrepreneurial and corporate liquidity events and offers discretionary investment management, tax and estate planning, and bill-paying administration to multigenerational families nationwide—provides integrated planning, capital markets access and administrative solutions.
Contact Information
Website:
Website:
https://www.cwadvisorsgroup.com
Year Founded:
2009
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Boston, MA, United States
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters