Disclosures
Important regulatory information about our advisory services and platform.
Advisory Services
Investment advisory services are offered through CS Advisors, a registered investment advisor. Registration as an investment advisor does not imply a certain level of skill or training.
SCALE Family Office™ Platform
SCALE Family Office™ is a technology platform developed by Scale Consulting Group, LLC. The platform is designed to support registered investment advisors and family offices in their advisory activities. The platform does not independently provide investment advice, and all recommendations made through the platform are subject to advisor review and approval.
AI and Technology Disclosures
The COACH AI and other artificial intelligence features within the SCALE Family Office™ platform are designed to assist registered investment advisors with research, analysis, and operational efficiency. AI-generated insights and recommendations are tools for advisor use and do not constitute independent investment advice. All AI outputs are subject to human review, professional judgment, and fiduciary responsibility of the registered investment advisor.
Performance and Results
Past performance is not indicative of future results. Any performance data, statistics, or case studies presented on this website are for illustrative purposes only and do not guarantee similar outcomes. Investing involves risk, including the potential loss of principal.
SCALE Steward™ Methodology
The SCALE Steward™ methodology is a proprietary family facilitation and stewardship framework developed by Scale Consulting Group, LLC. It is designed to support meaningful family wealth conversations and governance planning. The methodology does not constitute financial planning, investment advice, or legal counsel.
Third-Party Information
This website may contain references to third-party products, services, or organizations. Such references do not constitute endorsements and are provided for informational purposes only.
Form ADV
CS Advisors' Form ADV Part 2A (the “Brochure”) contains important information about our advisory services, fees, and business practices. A copy is available upon request and is provided to all advisory clients. You may also obtain a copy from the SEC's Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov.
Contact
For questions about these disclosures or our regulatory standing, please contact us at compliance@scalefamilyoffice.com or visit the Contact page.
Scale Consulting Group, LLC d/b/a SCALE Family Office™ · Investment advisory services offered through CS Advisors, a registered investment advisor.