SERVICES

Dominari Securities, a full-service Broker-Dealer and Registered Investment Advisor (RIA), was founded by a select group of seasoned financial executives with decades of Wall Street experience.

WEALTH Management

We craft custom wealth plans intended to help defend families from the destructive force of rare, historic tail-risk market events. the effective application of this philosophy over time is intended as more than just risk management, but the most important source of investment out performance, or alpha.

• Financial Planning
• Investment Advisory
• Alternate Investments
• Tax Optimization
• Estate Planning
• Philanthropic Planning

Investment Banking

Our comprehensive suite of investment banking services is specifically designed to empower companies like yours to reach new heights of success. Our Investment banking professionals dedicated to provide the strategic advice and solutions for your needs.

• Capital Raising
• Initial Public Offerings
• Mergers and Acquisitions
• Special Purpose Vehicles
• Strategic Advisory
• Equity Capital Markets
  

Executive Services

Secure the funding necessary to fuel your growth ambitions with our expert capital raising services. Whether you're looking to finance a new project, expand operations, or strengthen your market position, we'll develop a tailored financing strategy to align with your objectives.

• Cash Management
• Form 4 Filings
• Schedule 13D disclosures
• Rule 10b5-1 planned sales
• Corporate Buybacks
• Hedging & Monetization

Independent Channel

Dominari is a force in innovation, offering an independent channel to support multiple lines of business. Financial advisors today have a variety of options in structuring their businesses.

Insurance

Entrepreneurs, business owners, and high net worth individuals have complex finances and multifaceted insurance needs. As a component of our integrated :financial solutions, we can design insurance strategies to safeguard your business, your personal assets, and your family. With our broad range of sophisticated insurance products, your future is in safe hands.

• Life & Health Insurance
• Group Medical Insurance
• Property & Casualty
• PPLI (Private Placement Life Insurance)

Wealth and Trust Planning

Through our Trust Company relationships, Dominari provides our clients with a modern, customized approach dedicated to the continuity of your legacy that is faithful to your values and intentions.

• Structure your wealth tax-efficiently
• Reduce risks to your wealth
• Provide liquidity
• Maintain confidentiality
• Minimize family conflict
• Ease business succession
• Enable philanthropic interests