CDL Family Office Services is a family office - multi based in West Palm Beach, United States, founded in 1996. Verified contact details, AUM data, and investment preferences on FindLPs.
The firm provides services to high-net-worth clients with a one-stop approach for all of their personal financial management needs. CDL Family Office offers a diverse range of services from routine household bill paying to assisting counsel with the structuring of complex estate planning. The CDL Family Office Services division was formed over 20 years ago to respond to client demands. Our customized services provide our high net worth clients with a one-stop approach for all of their personal financial management needs. Our strict adherence to maintaining independence from professional investment advisors, bankers, insurance specialists and attorneys allows us to bring unmatched objectivity to each relationship and engagement.
Sectors & themes: Legal & Tax Services, Retirement Planning, Startups & Management, Trust Management, Wealth & Estate Planning, Alternative Investments, Financial Services, Finance, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 505 S. Flagler Drive\nSuite 910\nPalm Beach\nFlorida\n33401\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.