Cowan Wealth Management Group

Experience Personalized Excellence in Wealth Solutions.

Family Office Advisory

Family Office Advisory

Due to their ability to act as a permanent capital base without limited partners, family offices can benefit from independent guidance in seeking stable, long-term investments, which may include private and family-owned companies.

How We Work

We are a trusted resource for family offices, providing actionable market intelligence and close attention to these unique sources of capital. Whether a family office pursues long-term control positions or flexible hold periods and structures, our bankers foster deep relationships that can benefit all parties.

Our Family Offices services include: Proprietary Views into Direct Investments, Co-Investment Opportunities with other Families, Buy side and Sell side M&A advisory, IPOs for Family Office-Backed Companies, Debt Advisory, and more.