Centralizing Your Financial Universe
We customize our family office services to meet the unique challenges of large, high-net-worth family groups. Our approach is distinguished by:
- Integrated Wealth Management: Coordinating all aspects of your financial life with a focus on preserving and growing multigenerational wealth.
- Personalized Family Strategies: Developing custom solutions that reflect your family’s values, goals, and aspirations.
- Proactive and Adaptive Approach: Keeping you ahead of economic shifts, regulatory changes, and innovative opportunities.
True Family Office Experts
Dean Dorton’s Family Office team boasts over 25 years of experience in providing comprehensive services to high-net-worth families, including those featured on the Forbes’ Top 400 list. Our seasoned professionals are adept at addressing the intricate needs of single and multi-family offices, as well as virtual family structures, on both national and international levels. Above all else, we are committed to mentoring and educating family members across all generations to help preserve your legacy for generations to come.
Our distinguished Family Office leadership team includes:
Mark A. Campisano, MBA, CFP®
With a strategic vision and personalized approach, Mark leads our Family Office Services as the Director, bringing over two decades of dedicated wealth management expertise.
Amy S. Gartner, CPA
As the Associate Director, Amy offers a wealth of knowledge in accounting and finance, ensuring meticulous oversight and intelligent planning for our family office clientele.
Comprehensive Family Office Services
Dean Dorton extends a suite of services, designed to be leveraged independently or in concert to enhance your family office experience:
Organization and Structure
Creating a solid foundation for managing your family’s wealth.
Professional Services Coordination
Seamlessly integrating legal, investment, tax, and banking advice.
Insurance Strategy
Aligning your family’s risk profile with the appropriate insurance coverage.
Family Governance
Establishing frameworks for decision-making and family unity.
Generational Education
Guiding each generation to understand and steward family wealth responsibly.
Document Management
Ensuring important records are maintained securely and accessibly.
Collectibles Coordination
Expert handling of unique assets from acquisition to legacy planning.
Lifestyle Support
Managing the day-to-day so you can focus on what truly matters.
Risk Management
Identifying and mitigating financial risks to protect your family’s assets.
Human Resources Support
Providing HR expertise tailored to the needs of family-run businesses.
Why Dean Dorton?
A Trusted Family Office Services Firm
Engaging with Dean Dorton’s family office division brings a multitude of benefits:
Holistic Wealth Strategy
A unified approach to wealth management that encompasses all facets of your family’s financial life.
Customized Solutions
Services tailored to the unique needs and interests of your family, scalable for future generations.
Central Point of Coordination
A dedicated team serving as your primary point of contact for all family office matters.
Generational Wealth Preservation
Strategies focused on maintaining and enhancing wealth across generations.
Expert Guidance
Nationally and internationally recognized professionals with extensive experience in complex family group structures.
Proactive Legacy Planning
Forward-thinking planning that aligns with your family’s philanthropic, civic, and legacy goals in coordination with your legal team.
Let’s Talk
If you’re interested in partnering with Dean Dorton to build greater innovation and growth for your organization, we’d love to talk. Fill out this short form and we’ll be in touch soon.
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