MULTI-FAMILY OFFICE
Our clients receive the expertise and
personalized attention
usually
available
only to the very wealthy.
 DFM incorporates financial planning, wealth management and other
related services in a multi-family office environment. High net
worth clients, as well as those with more modest wealth can now benefit
from the integration of these services in a personalized team environment.
Multi-family offices were originally established by America's wealthiest
families to manage all of their financial affairs in one location. Over
the years, others requested access to these comprehensive services and
the multi-family office evolved.
In this fast paced and complex world most people do not have the time,
expertise or often even the desire to properly address ongoing financial
and investment issues or to plan effectively for their future. Clients
utilize our services for a variety of reasons, from addressing a particular
problem or concern to developing and implementing a comprehensive financial,
investment and wealth transfer plan.
Our professionals are thorough and present research, analysis and recommendations
in a straightforward and easily understood manner. Also, clients
are kept informed through personal contact and periodic correspondence
so that they are able to make timely and effective decisions. |
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