How We Serve
Family Offices
Ultra-High-Net Worth families and individuals rely on our Family Office Team to navigate the complexities of managing significant wealth. We offer bespoke strategies and work with professionals to address the intricate financial, legal, and personal matters. Explore our tailored family office services, designed to address your unique needs and provide ongoing support to preserve and grow your legacy.
Charity & Philanthropy
Have you wondered how much you can afford to give to charity, how to do it tax efficiently, how you should structure your giving, and how you can involve your family?
Our advisors can help you navigate the complex and exciting world of charitable and philanthropic planning.
Consolidated Asset Allocation
If you have a complex balance sheet, our advisors can help provide you with a complete picture of your overall asset allocation to help ensure all aspects are working together.
Consolidated Reporting
If you have a complex balance sheet, our advisors can help design and implement a consolidated reporting process for all of your assets, not just the ones managed by Diversify.
Coordination with Other Professional Advisors
Your financial advisor, estate planning attorney, and CPA are the three pillars of your financial team. Other professionals, such as insurance specialists, come into the picture, too. Our advisors work tirelessly to coordinate with all your professionals to make sure they are on the same page, rowing in the same direction, and staying on task together.
Due Diligence on Private Deals
Do you have the opportunity to make a private investment, but you'd like to understand it better?
Our Private Deal Due Diligence team has developed a robust process to help you analyze potential deals.
Estate, Gift, & Generation-Skipping Tax Strategies
Depending on your overall net worth, you may need to plan for wealth transfer taxes.
Our advisors can help you understand this landscape and help you consider your options.
Estate Planning
Defining who makes decisions and what happens to your children and assets in the event of your passing or disability can be intimidating.
Our advisors can help you navigate the various considerations and coordinate with your attorney and CPA to make sure your estate planning is up-to-date and dovetails with your tax, financial, and investment planning.
Income Tax Planning
Does your income tax plan dovetail with your financial planning, investment planning, and estate planning?
Our advisors can help coordinate among your lawyers andn CPAs to make sure everyone is on the same page and rowing in the right direction.
Legacy Planning
What legacy do you want to leave behind? This question extends beyond monetary considerations.
Our advisors can help you think through these issues and even project some numbers to inform the planning process.
Lifetime Gifting Strategies
If you are facing a potential estate tax at your death, implementing an effective gifting strategy early can create significant savings.
Our advisors can help you understand and implement a plan to make annual-exclusion and lifetime-exemption gifts.
Performance Highlights & Summaries
Understanding your investments' performance can be sliced and diced in many ways.
Our advisors help distill the information down into what matters most and make it easy to digest.
Private Investment Coordination
Most private investments require filling out subscription documents up front and responding to requests for information along the way. Some have sporadic capital calls and distributions, which require prompt attention.
Our advisors take on as much of that burden as possible, so that you can focus on more important matters.
Talk to an Advisor
Ready to Optimize Your Wealth Strategy?
Schedule a complimentary consultation with a Diversify Wealth Advisor today.
801.838.9999