Cavalier Consulting serves family offices and mission-driven organizations across the United States. Most strategic advisory work is conducted remotely, with in-person presence available in Washington DC, New York, Greater Tampa Bay, and Greater Boca Raton.
We work where family offices and mission-driven organizations are — with deep familiarity of the advisory ecosystems, regulatory environments, and client concentrations in each region.
The DC metro area is home to a dense concentration of family offices connected to political, diplomatic, and defense sectors, alongside some of the nation's most prominent mission-driven organizations, foundations, and trade associations. Federal regulatory complexity and government contractor relationships add unique technology governance requirements.
New York is the single largest concentration of family offices and private wealth in the United States, alongside a robust nonprofit and foundation sector. From Wall Street family offices to major cultural institutions and community foundations, the New York market demands the highest standard of technological sophistication and discretion.
Greater Tampa Bay has become one of the fastest-growing wealth corridors in the United States, attracting family offices from across the country seeking favorable tax environments and quality of life. Cavalier Consulting is headquartered in Tampa — with deep roots in the local advisory community and direct familiarity with the Tampa Bay ecosystem.
South Florida — and Boca Raton in particular — is one of the nation's premier wealth corridors, home to a high concentration of single and multi-family offices, private foundations, and major philanthropic organizations. The Palm Beach to Miami corridor represents a distinct and growing market for family office technology governance.
The majority of Cavalier Consulting engagements are conducted remotely or on a hybrid basis. If you are outside our primary markets, we can still serve you — on your schedule, in your time zone.