Diamond Wealth Strategies is a multi-family office that invests in private markets (private equity, venture capital, real estate). It also has divisions for philanthropy, wealth transfer, investment banking, social impact and governance. Its sole focus is meeting the goals and objectives of families and individuals with high or ultra high net worth, helping them with wealth preservation, asset protection and tax challenges. Its expertise lies in estate planning, retirement planning, executive compensation, business succession and philanthropy. The firm does not replace a client's legal, tax or financial advisors; it works closely with the client's existing advisor network to develop and implement innovative wealth, gift and tax planning strategies. The firm is headquartered in Northbrook, IL, with offices in New York, Phoenix and San Diego.
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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.
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