Overview | Wealth Strategies | Family Office | Life Management

Wealth Strategies

Asset Management:
Our approach emphasizes the global nature of a client’s assets, from the protection of multi-institution cash deposits, to the efficiency of capital market portfolios, to the valuation of privately owned companies and hard assets. We look to balance risk across the entire portfolio. Every asset has a role, every risk should be managed, holistically.

By accessing the world’s best and most innovative thought leaders and using state of the art technology, we design customized asset management strategies which emphasize the following:

• Investment Policy Statements
• Tailored Asset Allocation Models
• Multi-Account Asset Allocation Implementation
• Comprehensive Performance Reporting

Financial Planning:
Our approach to planning is long-term. It’s not a one-dimensional, static plan that fails to account for life’s complexities. Dignitas’ approach encompasses a deep and personal understanding of what clients want to accomplish and a set of specific action steps and deliverables to help them get there. It’s not a report generated by a computer, but rather a collaboration between a client and their most trusted financial, tax, legal and personal advisors.

Our clients are empowered by their plans by activating the following:

Customized Risk Management Assessments

Detailed Action and Asset Plans for Life Events and Special Situations
• Family Planning
• Career Transition
• Entrepreneurship
• Retirement
• Business Succession Planning
• Concentrated Stock/Major Real Estate Disposition
• Business Acquisition
• Elderly Care for a Loved One

Wealth Coaching:
Wealth Coaching programs are customized for emerging executives that are in an accelerated income phase and want to establish a strong foundation for wealth building. Program completion qualifies the family for access to the full suite of Dignitas services.