WEALTH & TRUST PLANNING

Dominari understands that our clients expect that wealth planning services extend well beyond the simple transferring of their assets to us. Our clients are, in fact, transferring value and future generational opportunity into our safekeeping. With that in mind, Dominari works closely with our clients to determine these familial values and to devise strategies to protect, enhance and convey them to the next and future generations.


To assist our clients in achieving these generation-spanning financial goals, Dominari has teamed up with several expert Trust Companies of superior quality and experience. These relationships allow us to call on their Trust-related expertise to help create a sound plan for your assets.

SERVICES

Complementary due diligence and advice on existing estate plan

Estate and tax planning across full range of strategies

Philanthropic planning

Asset protection strategies

Selection of administrative trustees in favorable jurisdictions

Pre-liquidity risk assessment and strategic planning

Family wealth education, communication and governance

Advise on selection / preparation of a Trust Protector

DOMINARI PRIVATE TRUST

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.