Serving family offices, private investment entities, mission-driven organizations, and foundations across New York City, Westchester, Connecticut, and the greater tri-state area.
New York represents the single largest concentration of family offices and private wealth in the United States. From multi-generational family wealth rooted in finance, real estate, and industry to first-generation technology and media principals, the New York market demands the most sophisticated standard of technology governance — matched with complete discretion.
The city's nonprofit and foundation sector is equally significant — major cultural institutions, community foundations, private operating foundations, and national health organizations all face the same challenge: enterprise-scale technology requirements without an enterprise-scale technology leadership structure.
Cavalier Consulting serves New York-area family offices and mission-driven organizations with the same standard of independence and expertise we bring to every engagement — working alongside existing wealth managers, legal counsel, and outside advisors without creating conflicts or dependencies.
Schedule a Confidential ConsultationWall Street and financial sector family offices; multi-generational wealth; media and real estate principals; major cultural institutions, private foundations, and community foundations.
Phone: 202.770.3056
Email: [email protected]
Manhattan · Westchester · Greenwich · Long Island
The majority of Cavalier Consulting engagements are conducted remotely or on a hybrid basis. Strategic advisory, vendor oversight, board reporting, and security governance all function effectively without requiring daily physical presence — which means you get the same caliber of expertise regardless of where you are located.
For clients in New York, in-person presence is available for board presentations, security assessments, vendor reviews, and high-stakes strategic sessions. We operate on your schedule and in your environment — discretely, professionally, and on your terms.
View All ServicesSchedule a private consultation to discuss how Cavalier Consulting can serve your organization in New York.