Family Office

Why Family Office?

Significant wealth often leads to exciting opportunities but handling everyday tasks and relationships with all your advisors, deciphering risks and benefits of decisions, and keeping up with regulatory changes while enhancing your family’s wealth can be overwhelming. A family office is a private group that centrally provides services to your family. Easily manage the complexity of your family’s lives while enhancing and protecting the essential components of your success. Pursue what matters most to you and streamline the rest.

We take away the burden and manage the complexity by handling your day-to-day, supporting your family’s long-term goals and transitions, and coordinating all your endeavors including innovation, legacy, and philanthropic goals with a unified strategy.

What can you gain with our help?

As your advisor we are your trusted and reliable partner who understands the importance of family structures, generational wealth, and your future. We take care of operational, financial, technological, and administrative tasks so you can focus on making meaningful impact throughout your life.

We work in tandem with your other advisors like bankers, lawyers, insurance, and others to accomplish your goals.

Our dedicated family office team and services give you the ultimate holistic approach to optimize your life.

COMPREHENSIVE APPROACH

Build a defined strategy that includes your unique family structure, generational transitions, and lifestyle.

CENTRAL POINT OF COORDINATION

Partner with a dedicated and responsive team who is the main point of contact.

CUSTOM SOLUTIONS

Create a completely personalized solution tailored to your interests and scalable for your needs in the future.

About Dean Dorton’s Family Office Team

  • More than 25 years of providing family office services to families with complex wealth including individuals and families represented in the Forbes’ Top 400 list

  • Extensive experience serving large and complex family groups including single family, multi-family, and virtual family offices

  • Long track record of succession planning and coaching, mentoring, and educating family members of all generations

  • Desire to help families preserve wealth, meet philanthropic and civic goals, and enhance each family’s legacy

  • Serving clients nationally and internationally

Family Office Team Leaders

MARK A. CAMPISANO, MBA, CFP®
Family Office Services Director

AMY S. GARTNER, CPA
Family Office Services Associate Director

Family Office Services

It takes a unique understanding of all the elements of your life, goals, and dreams to enhance your success with the right strategies and personalized advantages. Dean Dorton’s family office services can be customized and scaled to meet your needs now and in the future. Some of our family office services include:

Family Office

  • Organization and structure

  • Professional services coordination (accounting, legal, investment, tax, banking, etc.)

  • Insurance strategy and coordination

  • Family governance

  • Generational education/guidance

  • Document retention/management

  • Collectibles coordination

  • Lifestyle and administrative support

  • Risk management

  • Human resources support

Accounting & Financial

  • Family CFO

  • Bill pay

  • Cash flow/budget

  • Brokerage reconciliation

  • Finance/banking

  • Financial reporting/dashboards

  • Payroll coordination

Philanthropic

  • Grants administration

  • Gifting strategy

  • Private Foundations versus Donor-Advised Funds coordination

Tax

  • Tax compliance

  • Tax planning

  • Estate planning

  • Gifting guidance

  • Philanthropic considerations

Technology

  • Managed IT systems and support

  • Cybersecurity

  • Data analytics

Other

  • Business valuation

  • Forensic accounting

  • Wealth management

Dean Dorton Family Office Team and Expertise

Dean Dorton has been providing services to family groups and high-net worth individuals for more than 40 years. We understand the significance and importance of family structures, how people work together (both family members and professional advisors), and what you are trying to accomplish through your family goals that may include financial assets, generational wealth, legacy, and philanthropic and charitable giving initiatives.

What is unique about working with Dean Dorton’s family office group is that we understand the complexities and nuances of tax strategies that support all these elements and provides additional value to your family’s business interests. We listen to your needs and wants, act in an adaptive and proactive manner, and provide the personal attention you deserve.

Quick Contact

Send us your name, email, and phone, and a Dean Dorton representative will contact you.