PLANNING FOR TODAY & TOMORROW

OUR SERVICES

FAMILY OFFICE SERVICES

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:

  • Sophisticated Wealth Planning
  • Investment Portfolio Management and Oversight
  • Other Related Family Office Services

SOPHISTICATED WEALTH PLANNING

Estate and liquidity planning

  • Trust and liability protection planning
  • Formation of philanthropy plans, such as
    • Private foundations
    • Donor advised funds
    • Charitable remainder and lead trust
    • Endowments
  • Transfer of highly appreciated assets
  • Generation-skipping plans
  • Income tax planning and portfolio tax efficiencies
  • Risk and insurance Planning

Investment Portfolio Management and Oversight

  • Assistance in identifying appropriate risk allocations for various generations of family members
  • Search for unique and uncorrelated investments
  • Tax-efficient investing
  • Review of illiquid investments
  • Oversight and ongoing monitoring of investment performance, managers, and strategies
  • Coordination with tax and CPA firms to manage overall portfolio tax-planning efficiencies and cash needs

OTHER RELATED FAMILY OFFICE SERVICES

  • Personal accounting and bill pay
  • Coordination of banking and lending needs of the family
  • Assistance with other family matters beyond the numbers, such as
    • Eldercare decisions
    • Power-of-attorney decisions
    • Healthcare power-of-attorney options
    • Personal family matters
    • Special-needs family member decisions

FOR MORE INFORMATION DOWNLOAD OUR SERVICE SHEET OR FILL OUT THE CONTACT FORM BELOW.

CONTACT US

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt