Family dynamics, legacy planning, governance, alternatives — the questions change at this level. So does the work.
The standard approach is no longer adequate.
You have built, inherited, or grown into a level of wealth where the standard approach to financial management simply is not adequate anymore.
It is not just about investment returns. It is about structuring things so the wealth you have built survives a generation transition. It is about making sure the family is aligned. It is about access to the kinds of investments that most firms cannot offer their clients.
At this level, the questions are different. You are not asking how to get started. You are asking how to make sure this holds together for the next thirty years.
Family office clients often find themselves here.
Your advisor at Goldman or Merrill is fine. But they are operating within an institution that has conflicts of interest baked in. You have been there long enough to know the difference between advice and distribution.
Multiple family members, different risk tolerances, different time horizons, different opinions about what the money is for. No formal process for making decisions. No next-gen education.
Private equity, hedge funds, real estate funds, infrastructure, secondaries, co-investments — the institutional-quality alternatives require minimums and relationships that most advisors cannot provide.
Tax law changes. Your asset base has grown. Your family structure has changed. The documents drafted years ago may no longer reflect what you actually want to happen.
True family office framework.
At DTWN, you work with the people who actually manage your money and know your situation. You are not handed off to a junior associate.
Your own entity
We treat each client relationship as its own entity — not a number in a model portfolio. Your investment strategy, your estate structure, your philanthropy, your family dynamics: all of it considered together.
Institutional alternatives
Through our Goldman Sachs alternatives platform and BNY Pershing infrastructure, we provide access to private equity, hedge funds, real assets, and co-investments at institutional terms.
Multigenerational planning
We work with the whole family, not just the primary wealth holder. Next-gen financial education, family governance frameworks, trust and estate structures that actually match your intentions.
Philanthropic strategy
If giving is part of what you want to do — now or eventually — we help you think through the structure: donor-advised funds, private foundations, charitable trusts, and the investment strategy within each.
A conversation first.
If you are evaluating a new advisor relationship or thinking about how your current setup could be better, we would welcome a conversation. No pitch, no presentation.
Get In Touch → ✻ Invest Beautifully ✻