Domani Wealth provides customized family office services to assist affluent families from one generation to the next. For families looking for a coordinated approach to managing their generational wealth, trust, gift, income tax, and legacy planning needs, Domani Wealth advisors will take on the role of your personal CFO to coordinate, aggregate, and oversee your total wealth plan, allowing you to focus on your family and personal life.
Our comprehensive menu of services includes:
Estate and liquidity planning
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