CavalierFamily Office

Who we serve · Family offices

Discreet support for the office behind the family.

One accountable team for the office, the households, and the principals they serve. Employee-owned and headquartered in Tampa Bay.

Quiet, composed interior representing the family office environment

Employee-owned

Headquartered in Tampa Bay

Boca Raton, Washington DC, New York

Serving all fifty states

One team for every environment you run.

A family office is never just an office. We manage the full footprint under one agreement, with one number to call.

Working desk in a private office

The family office

Deal rooms, accounting systems, communications, and the daily helpdesk for the people who run the office.

Private residence exterior

The residences

Estate networks, smart-home vendors, and household staff devices, held to the same standard as the office.

The principals

Personal devices, secure travel setups, and quiet, patient support at every level of comfort with technology.

The family

Support for spouses, children, and family members, wherever they live and study.

The vendors

AV installers, security integrators, banks, and advisors, coordinated through one accountable point of contact.

Fluent in Mac, Windows, and everything between.

Family environments are Apple-heavy and operations often are not. We manage mixed fleets as a first language, with one security baseline across every device.

  • Mac and iOS management
  • Windows depth for operations
  • Android in the field
  • One identity and security baseline

Questions worth asking.

Ask them of us, and ask them of whoever else you are interviewing.

How does billing work?

A flat monthly agreement sized to your environment, with project work quoted on a fixed scope. No surprise line items, and remote or on-site support costs the same.

Who answers when something breaks?

A real person on our team. No outsourced call centers, no ticket black holes. Principals and staff reach people who already know their environment.

How do you handle confidentiality?

Access is need-to-know, activity is documented, and the people who support you are our employees, not subcontractors. We are comfortable working under your counsel's confidentiality agreements.

Do you replace our existing IT or advisors?

Only if you want us to. We regularly co-manage alongside internal staff and coordinate with the advisors, banks, and vendors the family already trusts.

Where do you operate?

Headquartered in Tampa Bay, with locations in Boca Raton, Washington DC, and New York, and service across all fifty states. Remote-first, on-site when the work calls for it.

Your next technology team is one interview away.

A quiet conversation about the office, the family, and the homes, with your counsel welcome.

Request a private consultation