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The Choice is Yours.he most successful families around the world
are choosing a new way to manage theirnancial, legal, tax and
lifestyle matters.
heyre choosing independence over conflicts of interest, and
coordination over hassle.
Now the choice is available to your family with Dignitas, a
multi-family office committed toeeping your life optimized.
Your family office, administered by Dignitas, is an objective
source of interdisciplinary professional advice an
nformation for your family and is designed to enable easy
administration of lifestyle and professional matters
Dignitas assists your family in developing an annual goals and
priorities roadmap and coordinating the
xecution of the plan.
Working with a Multi-Family Office
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amily Office Services
gnitas role is to serve as a familys trusted advisor, seamlessly
coordinating a cadre of financial, business
d personal advisors. Our work ensures that the familys goals and
objectives come first and fosters
ollaborative and coordinated advice and execution. Dignitas is
entirely independent of third party financial
rvices, tax, legal and other advisory firms and represents the
interests of families exclusively.
nvestment Advisory and Risk Management Services
gnitas serves the role of Chief Investment Officer for the
family and performs on going due diligence on
vestment opportunities in both public and private markets,
including real estate, private equity and ventureapital, and other
hard assets. By accessing the worlds best and most innovative
thought leaders and
ing state of the art technology, we design customized asset
management strategies that emphasize the
evelopment of an investment policy statement, tailored asset
allocation models, multi-account/firm asset
ocation implementation, concentrated holdings strategies, and
comprehensive performance reporting.
state and Trust Services
otecting ones legacy goes beyond the transfer of wealth. We work
with our families to ensure that their
lues, both personal and financial, are preserved from one
generation to the next. Dignitas is a thought
ader on innovative values transfer techniques including family
banks, family charitable foundations and
ulti-generational education programs.
hilanthropic Advisoryhilanthropy is very personal for our
clients. Our approach to philanthropic planning is unique in that
we
ctively work to create sustainable giving strategies. From tax
efficiency to targeted gifting, our clients enjoy
ccess to cutting edge strategies in the world of philanthropy
and have the opportunity to employ a deep
ster of best practices in their personal giving.
ifestyle Managementour Dignitas family office is designed to
keep your life optimized. Dignitas can centrally coordinate
your
estyle matters including personal bookkeeping and budget
management, bill payment, researching major
mily purchases such as automobiles and electronics, as well as
managing the familys digital footprint.
HOLIST IC ADVICE
CONCIERGE SERVICE
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