Grow With Us!
Safeguarding your family's fortune – for today and tomorrow.
Your family's interests have grown to a level of complexity that requires professional management - why turn to Daszkal Bolton? We recognize that each family is unique and tailor our services to fit your individual and family needs. Because no two clients are alike, Daszkal Bolton Family Office professionals take the time to understand your family’s financial situation and issues in order to provide you with the premier level of service that clients expect from Daszkal Bolton LLP.
Along with your family’s other trusted professional advisors, we design an integrated strategy focused on the family’s financial goals for the optimization of capital resources and wealth enhancement. Daszkal Bolton’s Family Office services include everything from planning, administration, and monitoring, to compliance.
· Document and record management
· Trust administration
· Foundation administration
· Insurance filings
· Key concierge services
Other Key Services