We strive to thoroughly understand you, your family and your assets, and then craft a plan to competently manage all assets you entrust to us…with the long-term goal of helping your family thrive and prosper…from one generation to the next.
Family Wealth Advisory
We care about you and the future of your family…your children, grandchildren, and their families. While we take great pride in providing some of the very best investment consulting and wealth management planning designed to help preserve and build your family’s wealth, we are also concerned about maintaining your family harmony long after your estate transfers to the next generation.
Many financial professionals focus solely on preparing assets for heirs... our wealth management approach goes one step further…we prepare heirs to receive and manage the assets. Without prepared heirs, your financial plan is only partially complete.
When crafting your Wealth Management Plan, we take great care in getting to know you, your family, and your family’s vision for its wealth. Your Wealth Management Plan will help guide you in making important financial decisions. It also serves as a record of decisions made, tasks completed, and priorities yet to be undertaken. At The Doolin Group, we understand that your Wealth Management Plan is a “living” document designed to be adapted over time in response to changes in your life and the lives of family members.
Beyond carefully managed asset growth, we pride ourselves on earning
the precious gift of trust bestowed upon us by our clients.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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