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Welcome to Your Personal Boardroom.

Families who build successful businesses have a unique perspective and we think it's valuable. We help families leverage their domain expertise - to become better investors, better decision makers and a better family.

PRIVATE MARKETS

THE DIGNITAS DIFFERENCE

Focused on return premiums. Private market investments are an ideal complement to a well diversified stock and bond portfolio as they have the potential to generate outsized returns due to their illiquidity premium. We work with families to identify, structure and monitor opportunistic private market investments. 

Family as investment committee. Successful families avoid third party investment advice from conflicted financial institutions. We work with families to develop an investment know-how based on their unique operating experience as business owners. Together, we build the necessary infrastructure so families can become effective fiduciaries of their own wealth. 

Insourcing private market investing and fiduciary responsibility produces enhanced performance over multiple generations. 

CLIENT MOTIVATION

Business Sale, Wealth Diversification

CLIENT PROFILE

Private Market Investing Experience: Moderate to High

Family Domain Expertise Industries: Consumer, Construction, Food and Beverage, Manufacturing, Professional Services, Real Estate, Technology

Private Market Strategies: Private Debt & Equity, Real Estate, Search Funds, Venture Capital

Private Market Portfolio: Minimum $10MM (including existing investments)

EDUCATION

THE DIGNITAS DIFFERENCE

Investing in your greatest asset. A family's intellectual capital is their greatest asset. We partner with successful families to execute on high value learning objectives through custom financial education programs. 

Institutionalizing family financial education enhances the quality of family communication and lowers the risk of uniformed decision making.

CLIENT MOTIVATION

Family Succession, Wealth Transfer

CLIENT PROFILE

Active Generations: Minimum of 2

Typical Programs: Board Structuring, Financial/Investment Bootcamps, Next Gen Family Summit, Next Gen Succession Preparation, Plain English Estate Planning

Check out our family office education stories:

PLATFORM

THE DIGNITAS DIFFERENCE

The family as an enterprise. We partner with successful families to establish a comprehensive strategy to guide their affairs. From establishing global visibility through online dashboards to creating a central repository for family documents, we work with families to ensure the operating backbone of the family is as strong as the family's decision making capability. 

Applying enterprise rigor to the family organization saves time and lowers administrative costs. 

CLIENT MOTIVATION

Business Sale, Family Succession, Wealth Transfer

CLIENT PROFILE

Net Worth: Minimum $10MM

Complexity of Personal Affairs: Moderate to High

Growth Orientation: High