Dow Wealth Management Family Office

Wealth is more complicated than investments alone.

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.

A SINGLE FOCUS. A MULTITUDE OF SERVICES. ABSOLUTE PEACE OF MIND.

Integrating the services and expertise essential to enriching your life and enhancing your family’s overall wealth offers advantages beyond the financial. With DWM Family Office as the lead, we coordinate with your other professionals and ensure they share a common vision—one that’s highly attuned to your unique circumstances.

It’s rather like having a CFO for your family. An expert to help you realize your immediate goals while, at the same time, looking to the next generation to improve your family’s financial future.

You’ll find you have far greater control over your assets—and will expend far less effort—when everyone involved with your investment, tax, and legal affairs is connected and coordinated. You’ll feel secure knowing that guidance on diverse matters can be provided by a multidisciplinary team when needed. With DWM Family Office, you’ll be free to enjoy your success today while we work to help protect and grow your investments for future generations.

---

Working in accord with your other professionals, we ensure the focus remains on one common goal: increasing wealth to enrich your lifestyle today and secure a legacy for future generations.

DW1/DWA0262a