About DWM Family Office

THE FAMILY OFFICE: A RICH HISTORY

Rockefeller. Carnegie. Vanderbilt. The very names synonymous with great wealth and enduring legacies were among the first to establish private offices to manage and preserve their families’ fortunes.

Their strategy of treating accumulated personal assets like a business lives on in the modern family office, as does the belief that one lifetime must be considered the short-term. Until recently, family offices were available to only the most affluent of investors.

Today, DWM Family Office helps investors with more modest, but still significant, means amass greater wealth by understanding, managing, and coordinating its ongoing complexities.

The Dow family understands these complexities well. We’ve been in the investment business for over 80 years—surrounded by capable investment expertise, accountants, and attorneys—providing sound advice through every market environment and ever-changing family dynamics.

Over three generations, we’ve learned that successful lives are those which are thoughtfully advised. Even with the most expert guidance, though, many families still fall short of their full potential because they lack a master plan that connects the professionals who assist them. DWM Family Office now formalizes the benefits that Dow Wealth Management has provided for three generations. Working in accord with your other advisors, we ensure everyone’s focus remains on one common goal: increasing your financial security to enrich your lifestyle today and secure a legacy for future generations.

Who needs a family office?

1. 1. For unexpected events.
   Life presents opportunities and problems, sometimes suddenly and unexpectedly. Having your financial advisor, tax advisor, attorney, and insurance advisor all connected and understanding your circumstances can help to maximize potentials or minimize losses. DWM Family Office can help ensure that all the principal players in your life are connected and informed for whatever lies ahead.
2. 2. DWM Family Office is for your “future self”.
   All the members of your professional team will be in place when you may be less able to make decisions—or for your family when you are no longer around. DWM Family Office immediately formalizes your team of professionals, today, outlines your family’s financial capabilities and obligations so all parties are kept current, and helps to ensure that your surviving spouse and family members are left in the best possible circumstances—whenever that day comes.
3. 3. For capable guidance.
   Success is often dependent upon the capabilities of the professionals you rely upon. Investors who are guided by highly capable advisors simply enjoy more profitable outcomes than those who rely on people who may be well-intended but may not be notable in the quality of their advice. DWM Family Office provides its clients with experienced and highly successful professionals for your ideas and aspirations.

Wealth, orchestrated.