Cadeau’s approach is to extend the wealth advisory focus to include a crucial component of planning that is typically overlooked — preserving a family’s value system and decision-making patterns. Our goal is to help recipients of the wealth become responsible wealth owners, using the family capital for the good of their own families and the community.

This is why we say that the transference of capital is often simply a transaction, whereas a conveyance of values alongside financial assets is indeed a GIFT. Hence our firm’s name, Cadeau (ka-dough), the French word for gift.

What We Do

• Wealth strategies for high net worth families
• Investment and small business strategies
• Educational programs for advisors and nonprofits

Our 25 years of experience in the financial services industry, along with our strategic partnerships and resources nationwide, enable us to bring a more sophisticated level of planning to our clients. Our choice to work with only a handful of new families each year enables us to provide a higher level of attention and technical capability for our clients.

Cadeau is able to sort through the minutia that wealth seems to inject into people’s lives in order to achieve simplicity and momentum in wealth planning. We take accountability for the organization and integration of all the moving parts, and we work with our client’s existing advisors to gain clarity in the planning process.

To inquire about any of our services, contact us.