家庭办公室

为什么是家族办公室?

Significant wealth often leads to exciting opportunities but handling everyday tasks and relationships with all your advisors, 解读决策的风险和收益, and keeping up with regulatory changes while enhancing your family’s wealth can be overwhelming. A family office is a private group that centrally provides services to your family. Easily manage the complexity of your family’s lives while enhancing and protecting the essential components of your success. Pursue what matters most to you and streamline the rest.

We take away the burden and manage the complexity by handling your day-to-day, supporting your family’s long-term 目标 and transitions, and coordinating all your endeavors including innovation, 遗产, and philanthropic 目标 with a unified strategy.

你能从我们的帮助中得到什么?

As your advisor we are your trusted and reliable partner who understands the importance of family structures, 代际财富, 还有你的未来. 我们负责操作, 金融, 技术, and administrative tasks so you can focus on making meaningful impact throughout your life.

We work in tandem with your other advisors like bankers, 律师, 保险, 和其他人一起完成你的目标.

Our dedicated family office team and services give you the ultimate holistic approach to optimize your life.

关于迪恩·多顿的家族办公室团队

  • More than 25 years of providing family office services to families with complex wealth including individuals and families represented in the Forbes’ Top 400 list

  • Extensive experience serving large and complex family groups including single family, 多户型, 以及虚拟家族办公室

  • Long track record of succession planning and coaching, 指导, and educating family members of all generations

  • 帮助家庭保存财富的愿望, 满足慈善和公民目标, 并加强每个家庭的遗产

  • Serving clients nationally and internationally

家族办公室组长

标志着. 坎皮萨诺,工商管理硕士,注册会计师®
家庭办公室博亿堂app总监

艾米年代. GARTNER会计师
家庭办公室博亿堂app副主任

家族办公室博亿堂app

It takes a unique understanding of all the elements of your life, 目标, and dreams to enhance your success with the right strategies and personalized advantages. 院长Dorton’s family office services can be customized and scaled to meet your needs now and in the future. 我们的家族办公室博亿堂app包括:

家庭办公室

  • 组织结构

  • Professional services coordination (accounting, legal, investment, tax, banking, etc.)

  • 保险策略与协调

  • 家族治理

  • 代教育/指导

  • 文件保留/管理

  • 收藏品的协调

  • 生活方式和行政支持

  • 风险管理

  • 人力资源支持

会计 & 金融

  • 家庭首席财务官》

  • 账单支付

  • 现金流/预算

  • 经纪公司和解

  • 金融/银行

  • 财务报告/仪表盘

  • 工资的协调

慈善

  • 资金管理

  • 赠送策略

  • Private Foundations versus Donor-Advised Funds coordination

  • 税收遵从

  • 税收筹划

  • 遗产规划

  • 赠送的指导

  • 慈善方面的考虑

技术

  • 管理IT系统和支持

  • 网络安全

  • 数据分析

其他

  • 企业估值

  • 法务会计

  • 财富管理

快速的博亿堂官方app下载

Send us your name, email, and phone, and a 院长Dorton representative will contact you.