Partner. Serve. Build.
Cleros is a multi-family office built to partner with clients, serve with excellence, and preserve wealth across generations.
The name Cleros is drawn from an ancient word meaning a share of wealth entrusted for the future.
Our clients have built significant wealth around deeply held values. They want both carried forward with intention.
Values
The standards and work ethic that built wealth in the first place
Strategy
The decisions and strategies that manage and protect resources
People
The advisors and relationships that surround a family
Legacy
The impact that lasts beyond one lifetime
Our clients prefer to measure relationships in generations.
We have had the privilege to work with multiple generations of the same family.
Meet the team
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
