Multi-Family Office

We always begin by speaking directly with our clients, determining their specific needs and the goals they want to achieve.

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.

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