FAMILY OFFICE SERVICES

CONSISTENCY. COORDINATION. CUSTOMIZATION.

Bringing simplicity to your family’s evolving wealth needs.

At the DK Family Office, we focus on the human side of planning and investing to make a meaningful difference in your life. Our deep bench of industry leading specialists will incessantly collaborate on your behalf to prioritize your goals, values, and mission.

This dynamic relationship means we are in your corner, ready to pivot should family, political or tax changes arise. Our relentless focus and deliberate conversations regarding your family’s vision will lead to continuous evolution.

What is a Family Office?

In today’s uncertain times, successful families and business owners are searching for the right people to help them navigate the complexities of the world and bring the moving pieces of their multifaceted life together.

Our core offering lies in determining the right expertise to solve your most pressing problems and realize the largest opportunities that are holding you back from achieving your personal vision of success.

Our mission is to quiet the noise, help you get clarity on your purpose, and optimize your financial world so that you can obtain the amazing life of significance you deserve.

This is so much more than managing your investments. For us, the business of investing is very personal.

At the DK Family Office, we get to know you on a deep level – your values, goals, the key relationships in your life, your interests, and frustrations. We then coordinate your own personal team of experts that can proactively identify challenges and implement solutions on your behalf.

Services

We offer a unique platform for business owners and wealthy families to access the necessary expertise for their complex, specific and custom needs.

Wealth Management

Our client portal and designated single point of contact brings a truly integrated solution combining technology and live, personal care.

Lifestyle Management

Travel coordination, fraudulent credit card charges, managing household staff; our team handles these time-consuming tasks for you.

Private Banking and Lending

Leverage competitive rates and banking solutions to create new opportunities for your family.

Governance

Act as an advocate to strengthen the family’s vision through communication, education and relationship building.

Legacy Planning

Have confidence that your interests will be maintained, your family will be cared for, and appropriate decisions will be made on your behalf.

Philanthropy

Increase your giving and make a bigger impact by integrating your charitable endeavors into your overall financial plan.

Business Planning

Put a plan in place for the growth and succession of your business, source and evaluate your exit options, and coordinate any tax planning matters.

Trust Company Services

Learn the value of having an independent trustee to implement and oversee your trusts.

Are you interested in learning more about our family office services? We invite you to fill out our form and someone will get right back to you.