Wealthy families need to protect their assets from the ravages of excessive taxation, inflation, and unwarranted investment risk. They must provide for the legacy of future generations while educating their heirs to become prudent stewards. Moreover, they want performance and up-to-the-minute advice on issues that affect their portfolios.

The Wealth Office™ of DiMeo Schneider & Associates, L.L.C. is uniquely positioned to provide investment management services to wealthy families – including single, multi or virtual family offices. We advise a number of prominent families across the country, including some on the Forbes 400 List. Our consultative process helps families confidentially understand their objectives and achieve their short-term and multi-generational goals.

Drawing upon the same analytical tools and resources available to our institutional clients, we pay special attention to issues such as estate, retirement, and tax planning, which can make or break an individual's investment strategy. Drawing upon years of experience in the financial industry, our team of professionals effectively manages the complexities of family wealth to ensure future affluence in a discreet and confidential manner.

Contact Mike Benoit for more information.