Stewardship for Generational Wealth

At Cayterra Global Family Office, we guide ultra-high-net-worth families through the complexities of wealth with clarity, discretion, and independence. As an employee-owned firm, we deliver the personalized service of a single-family office within the strength and efficiency of a multi-family office.

Who We Are

Independent, Employee-Owned, Client-Centered

Cayterra Global Family Office is an independent investment advisor and full-service family office committed to multi-generational families of significant wealth. Founded in 2010, our mission has remained unchanged: to provide objective, conflict-free guidance that supports not just financial growth, but family continuity and legacy.

What We Do

Comprehensive Wealth Stewardship

We manage the full spectrum of family wealth needs from investment management to family governance with the goal of simplifying complexity and sustaining prosperity across generations.

Investment Advisory

Acting as your Chief Investment Officer,
we design custom portfolios across traditional and alternative asset classes. Every strategy is tailored to your family’s goals.

Family Office Services

Acting as your Chief Financial Officer, our dedicated team supports accounting, reporting, budgeting, bill payment, and financial administration.

Tax & Estate Strategy

We work alongside your advisors to minimize tax burdens, preserve wealth, and ensure smooth succession.

Lifestyle Services

From aviation and real estate to healthcare and next-gen education, we help streamline the details that matter most.

Built for Families Who Expect More

Partner Engagement

Each client is served directly by a partner with decades of cross-disciplinary expertise.

Investment Acumen

Flexible, selective, and conflict-free portfolio construction across public and private markets.

Unconflicted Partnership

No proprietary products, no hidden incentives, only your best interest.

Technology Advantage

Industry-leading reporting tools (powered by Addepar) for clear insights and informed decisions.

Trusted by Families Worldwide

Stories of Stewardship

“Cayterra’s greatest pride is the confidence families place in us. To honor confidentiality, feedback is shared anonymously and with discretion.”

Cayterra helped us streamline decisions across three generations of our family. Their clarity and independence gave us the confidence we were seeking.

Multi-Generational Client United States

What sets Cayterra apart is their genuine commitment to stewardship. We feel supported not only in financial matters but in building a lasting legacy.

Entrepreneurial Family North America

Their team provides the level of attention and discretion we expected from a private office. Every solution feels tailored to our family’s values.

Second-Generation Client Europe

Working with Cayterra has brought our family greater harmony in decision-making and more time to focus on what truly matters.

Family Business Owner U.S.

Our Leadership Team

Meet the People Behind Cayterra

Michael Johnson
Managing Partner
David Smith

Chief Investment Officer
Olivia Emerson

Head of Private Markets / Alternatives
Richard Taylor

Head of Wealth Planning & Legacy
Thomas Moore

General Counsel / Chief Legal Officer
James Williams

Chief Operating Officer
Sarah Brown

Director of Family Office Services (Lifestyle & Administration)
Nicole Wilson
Head of Client Relations & Stewardship