Families of significant wealth face a unique set of challenges and possibilities. Our clients rely on us to help them navigate the increasingly complex financial relationships and choices that often require the expertise of numerous financial professionals.
With Dean’s Family Office services, all the experts you need are already in one place. In keeping with our commitment to personalized service, we designate a Family Office Executive Manager who acts as your personal liaison and oversees all efforts on your behalf. Your Executive Manager not only leads your elite Dean team in everything from analysis to execution, but also coordinates the efforts of other professionals you have engaged such as attorneys, bankers and insurance agents. Coordination prevents expensive duplication of efforts, skewed diversification of your investment portfolio and project overlap.
Consulting extensively with you, we create a custom solution that accounts for your particular goals and family situation. We chart a clear, cohesive strategy that is fully consistent with your requirements.
Dean offers a full complement of services to accommodate your Family Office needs.
- Wealth Management
- Investment Consulting
- Accounting
- Tax Compliance
- Business Advisory
- Legacy Planning
- Concierge Services