It’s entwined through every aspect of our lives—from business and financial interests, to real estate and other assets, to household administration, and even family aspirations...things that can’t be measured by year-end performance.

When faced with such complexity, practical families typically assemble a team of trusted professionals for guidance. Financial advisors to focus on the growth and health of their portfolios. Accountants, attorneys, and insurance consultants to minimize liabilities and identify opportunities.

Unfortunately, though they all work on the behalf of a family, they often do so separately, concentrating on objectives within their own fields of expertise.

We believe that wealth—true wealth, the kind that secures retirements and spans generations—results from a broader vision and a more coordinated approach. That building and preserving a legacy requires looking beyond your lifetime. That families are better served when everyone works together in concert, under the direction of DWM Family Office.