Services

How Can DACM Family Office Advisory Solutions Help?

We are here to help you to discover wealth transfer strategies, investing advice, alternative investment opportunities, tax-planning guidance, philanthropic solutions, and support by a global network of experts and professionals.

Two arms of a Family Office

Wealth Management

An essential part of our financial services that assists you in managing your money and provides you with advisory services, includes comprehensive guidance on finance, taxation, estate and legal.

Wealth Management

Our team of professionals provide expert investment strategies that are consistent with your financial situation and goals.

Financial Planning

We take care your short-and long-term goals with Financial Planning, an ongoing process that looks at your entire financial situation in order to create strategies to help you build a nest eggs for goals such as retirement.

Investment in Alternative Assets

The opportunity in investing in Alternative Assets.

Wealth Solutions

Challenges to wealth preservation can be daunting, from unprepared beneficiaries, mismanagement of assets and family dynamics, to taxation, and legal disputes. But with sound wealth planning, these challenges can be mitigated and sometimes may even be eliminated altogether. Creating a proper wealth plan is essential for the preservation of a family’s wealth and legacy. It is equally critical to ensure that a plan can adapt to changing circumstances.

Trust and Foundation setup

Structure your estate so your assets stay where you want them – with you and your family. We work with you to customize a strategy to best fit your situation and future goals.

Business Governance

Corporate governance is based on a set of principles, bylaws, policies and procedures to ensure corporate accountability. When done correctly, it establishes a framework for attaining a company’s objectives in all spheres of board members and stakeholders.

Family Governance

Family governance is very important in helping families to establish a process or structure to educate and facilitate communication between family members.

Estate and Tax Planning

You have accumulated assets during your lifetime and may want to transfer wealth to your heirs or a favorite charity. Being diligent about estate tax planning can help manage your future tax liability and maximize the legacy you leave behind.

Philanthropy and Giving

Our professionals can help you navigate the nonprofit landscape with a charitable giving plan that guides you as you consider the causes and specific charities you hope to support, while also optimizing any tax benefits that accompany those donations.

Lifestyles Services

You deserve more personalized services that covers important areas like taking care of family.