Peace of mind comes from authentic collaboration
Individuals and families of significant wealth experience a growing number of concerns, issues and daily duties associated with their success. This can become cumbersome and interfere with enjoying the life they have built. DAI’s experience in working with high net worth clients across the country is an invaluable asset when collaborating with existing Family Offices. Our knowledge base and holistic approach to our individual client’s financial realm allows us to provide essential guidance, bring unity and effectively oversee ongoing plans and their implementation.