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I help high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, I understand the unique dynamics, culture, challenges and needs of family offices. I am a Certified Financial Planner™ professional and lead the Family Office practice of Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the Wealth Management industry, and named “Best Management Consultant” to the family office industry at the 3rd Family Wealth Report Awards 2016. Please let me know if I can be of assistance.
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I help high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, I understand the unique dynamics, culture, challenges and needs of family offices. I am a Certified Financial Planner™ professional and lead the Family Office practice of Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the Wealth Management industry, and named “Best Management Consultant” to the family office industry at the 3rd Family Wealth Report Awards 2016. Please let me know if I can be of assistance.
Chris Martinez, CFP® - Family Office & Wealth Management Consultant
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cvmartinez.info domain lookup results from whois.afilias.net server: Domain Name: CVMARTINEZ.INFO Registry Domain ID: D35333219-LRMS Registrar WHOIS Server: Registrar URL: http://registrar.1and1.info Updated Date: 2016-09-03T22:02:53Z Creation Date: 2010-11-08T00:36:56Z Registry Expiry Date: 2017-11-08T00:36:56Z Registrar Registration Expiration Date: Registrar: 1&1 Internet SE Registrar IANA ID: 83 Reseller: Domain Status: clientTransferProhibited https://icann.org/epp#clientTransferProhibited Registry Admin ID: C192814274-LRMS Admin Organization: Admin Street: 2920 N Commonwealth Ave Admin Street: #8B Admin City: Chicago Admin State/Province: IL Admin Postal Code: 60657 Admin Country: US Admin Fax: Admin Fax Ext: Registry Tech ID: C3594293-LRMS Tech Organization: 1&1 Internet Inc. Tech Street: 701 Lee Rd. Tech Street: Suite 300 Tech City: Chesterbrook Tech State/Province: PA Tech Postal Code: 19087 Tech Country: US Tech Fax: +1.6105601501 Tech Fax Ext: Registry Billing ID: C3594293-LRMS Billing Name: Hostmaster ONEANDONE Billing Organization: 1&1 Internet Inc. Billing Street: 701 Lee Rd. Billing Street: Suite 300 Billing City: Chesterbrook Billing State/Province: PA Billing Postal Code: 19087 Billing Country: US Billing Fax: +1.6105601501 Billing Fax Ext: Name Server: NS-US.1AND1-DNS.COM Name Server: NS-US.1AND1-DNS.US Name Server: NS-US.1AND1-DNS.DE Name Server: NS-US.1AND1-DNS.ORG DNSSEC: unsigned URL of the ICANN Whois Inaccuracy Complaint Form: https://www.icann.org/wicf/
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