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AFO WEALTH MANAGEMENT FORWARD PODCAST
Diamond Wealth Strategies CEO talks about the transformation of the Family Office Model.
Rob and Rory speak with the CEO and Founder of Diamond Wealth Strategies, Ronald Diamond. Diamond Wealth Strategies represents over 100 Single Family Offices ranging in size from $250 million to $30 billion in order to create a community within an industry that is poised to continue evolving in the near future. Currently, 25% of Family Offices do not make it to the 2nd generation, 10% for the 3rd, and 5% for the 4th! Ron describes in detail how the current Family Office model is flawed and provides key insights into how Family Offices can succeed in the future if the right approach is taken. With Family Offices anticipating to “chip away” at the market share dominated by Private Equity firms and Venture Capitalists, Ron emphasizes how trust and collaboration will be the gateway for a Family Office’s success going forward. Ron alludes to Technological Advancements, Impact Investing, Estate Planning, and a Holistic Approach toward managing finances as being vital components to reinvigorate the Family Office Model, which will also serve as a guide for what to anticipate within the industry for years to come.
DON'T LOSE YOUR BOOK OF
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Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
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