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Multi-Family Office Services

The DSJ Advisory Group specializes in establishing and developing multi-family office (MFO) solutions, providing guidance, detailed reporting, and other personalized financial services. With over 50 years of experience, our financial professionals have developed an in-depth understanding of the complexities of successfully managing our MFOs.

family sitting at an office desk

Our Process

At DSJ, we always begin by speaking directly with our clients, determining their specific needs and the goals they want to achieve. Then, utilizing this information, we develop a comprehensive plan and implement a phase-based strategy. This enables our team to build on our initial workflow, continuously adapting to provide wealth management solutions that grow alongside your financial objectives.

Primary Services

Investment Management

  • Asset allocation
  • Risk management
  • Portfolio organization and analysis

Wealth Planning

  • Estate planning
  • Tax planning
  • Retirement planning
  • Philanthropy

Family Governance

  • Establish guidelines pertaining to financial permissions
  • Develop an approval process that follows a clear chain of command

Concierge Services

  • Personalized and provided on an as-needed basis
Contact Us

Contact Us

We would like to hear from you. Please send us a message by filling out the form below and we will get back with you shortly.

How Can DSJ Help You?