About us
Our Story
Cayterra Global Family Office is an independent, employee-owned advisory firm dedicated to serving ultra-high-net-worth and multigenerational families. Since our founding, we have focused on one purpose: delivering objective, conflict-free guidance and holistic family office services to a select group of clients.
Our Philosophy
We believe wealth should be managed with clarity, care, and long-term perspective. Families choose us because we combine the personalized service of a single-family office with the resources, efficiency, and expertise of a multi-family structure. Our role is not only to grow and protect assets but also to help families sustain their legacy and values across generations.
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
we design custom portfolios across traditional and alternative asset classes. Every strategy is tailored to your family’s goals.
Family Office Services
Tax & Estate Strategy
Lifestyle Services
Why Choose Us
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.
