Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance. ur sole focus is in meeting the goals and objectives of high and ultra high net worth individuals and families in addressing the many tax, asset protection and wealth preservation challenges they face. Our expertise is in the areas of estate planning, retirement planning, executive compensation, business succession and philanthropy. Diamond Wealth Strategies does not replace a client's legal, tax, or financial advisors. Instead, we work closely with a client's existing advisor network to best develop and implement innovative wealth, gift, and tax planning strategies. We are headquartered in Northbrook, IL with offices in New York, Phoenix, and San Diego.
Browse more multi family office (mfo)s and other institutional investors by location and type in the LPbacked limited-partner database.
Diamond Wealth Strategies is a multi family office (mfo) based in Northbrook, United States, managing approximately $1.2B in assets.
Diamond Wealth Strategies is headquartered in Northbrook, United States.
Diamond Wealth Strategies manages approximately $1.2B in assets under management.
Diamond Wealth Strategies focuses on Venture Capital, Private Equity, Philanthropy, Wealth & Estate Planning, Trust Management, Socially Responsible Investments (SRI), Retirement Planning, Residential Property Acquisition & Development.
Verified contact details, key decision-makers, and investment preferences for Diamond Wealth Strategies are available on LPbacked. Create a free account to access them.