Dakin Private Wealth

Dakin Private Wealth - The many Disciplines of the 'Dakin family office' Provides advice and services for ultra-wealthy families under a comprehensive wealth management plan. It is a collaborative effort by a team of professionals from the legal, insurance, investment, estate, business and tax disciplines to provide the scale of planning, advice, and resources needed. We combine asset management, cash management, risk management, financial planning, lifestyle management, and other services to provide the Dakin Private Wealth office the essential elements for addressing the pivotal issues it faces as it navigates the complex world of wealth management. Dakin Private Wealth - Legacy Planning and Management After a lifetime of accumulating wealth, high-net-worth families are confronted with several obstacles when trying to maximize their legacy, including confiscatory estate taxes, complex estate laws, and complicated family or business issues. A comprehensive wealth transfer plan must take into account all facets of the family’s wealth including the transfer or management of business interests, the disposition of the estate, management of family trusts, philanthropic desires and continuity of family governance. Dakin Private Wealth works collaboratively with a team of advisors from each of the necessary disciplines to ensure the family’s wealth transfer plan is well-coordinated and optimized for its legacy desires. Dakin Private Wealth - Lifestyle Management Many family offices furthermore act as a personal concierge for families, handling their personal affairs and catering to their lifestyle needs. This could include conducting background checks on personal and business staff; providing personal security for home and travel; aircraft and yacht management; travel planning and fulfillment; and streamlining business affairs.