FAMILY
OFFICE
SOLUTION

Dominion Wealth Management is proud of our stellar track record and successful work with first-generation and multigenerational families, from a multitude of backgrounds and industries. After decades of experience, our clients are in all parts of the world, which gives us a unique and truly distinct perspective when planning and creating innovative strategies and solutions to preserve and build wealth. Our high-touch approach to clients enables us to anticipate client needs and custom-tailor our resources and wealth advisement.

Our foundational client-centered approach and innovative wealth-building philosophy exist as the basis for our exceptional family office services and solutions operation. Our experts abide by stringent standards of integrity, transparency, and service. An intense focus on family business clients including a dedication to a full suite of family office services, allows the team of experts at Dominion Wealth Management to navigate the complexities of legacy wealth planning for multi-generational wealth building. We start by getting to know our client’s needs so that we can provide the best in access to innovative, proprietary solutions and opportunities. The dedicated team of professionals and trusted partners take the time to know each client and assess each situation to find the absolute bespoke and tailored wealth management, corporate and structuring solutions available.

We offer proprietary solutions designed to manage the needs of ultra-wealthy families. Our team of experts comes with combined decades of experience in building, preserving, and structuring family wealth. While growing our elite track record of success, we refined, honed, and expanded our resources, tools, relationships, and expertise and apply that historical know-how to each client’s circumstances and affairs.

Full-Service Support, Company Structure, and Administrative Services

Bespoke services for private clients are designed to save time so that our ultra-high-net-worth can do what they do best – build the family business. We do the heavy lifting so you can have the peace of mind that your wealth is not only being preserved but growing. Working closely with qualified professionals, we offer our clients a vast array of corporate management and fiduciary services coordinated by a dedicated client adviser:

  • Accounting, Financial Reporting & Tax Compliance
  • Legal Administration
  • Human Resourced & Payroll Services
  • Business Information
  • Registered Office & Director Services
  • Process Server
  • Company Incorporation & Registration
  • Formation of Trusts & Family Foundations
  • Company Management & Secretarial Services
  • Relocation & Residency Planning
  • Fiduciary, Custodial, & Treasury Services
  • Miscellaneous Administrative Services

Dominion Wealth Management Family Office provides bespoke, high-touch solutions to achieve long-term objectives and tackle the concerns that matter most to our clients and their families. The needs are often complex and can range from management of private and family wealth, estate and legacy planning, succession and investment strategy, day-to-day financial administration, or set-up and management of companies and/or philanthropic foundations.

Fiduciary Solutions & Wealth Building

  • Retirement & Legacy Planning
  • Investment & Wealth Planning
  • Real Estate Management
  • Tax Management & Compliance Issues
  • Yacht, Jet Aviation, & Security Management Services
  • Philanthropic, Charity, & Charitable Gift Giving
  • Administrative Services
  • Structuring Corporate Finance Solutions
  • Money & Treasury Services
  • Accounting & Financial Reporting Services
  • Set Up & Administration of Private (Closed-end) Fund Structures

Lifestyle Management – Long-Term

We allow our clients to delegate time-consuming administrative tasks to us, so there can be more time to focus on quality-of-life activities.

These may include:

  • Insurance Administrative Matters
  • Relocation Planning & Services
  • Private Concierge Services – Events, Exclusive Memberships, Private Jets & Yacht Chartering & more
  • Holiday & Travel Planning
  • Real Estate Management
  • Cash Flow Management
  • Tax Administration

More Services & Added Value

  • Institutional offerings from an internal trusted network of providers
  • State-of-the-art advanced technology & infrastructure
  • Deep-rooted exchange of expertise with an extensive network of connections and global Family Office contacts
  • A track record of excellence for expedient & reliable execution
  • Innovative, transformative, and customized solutions to your requirements