Family Office Services

Decosimo works with family offices to develop the proper family office structure among the varied options available today. Decosimo helps families achieve their goals of preservation and growth of wealth and advancing family legacies, and family governance. This is achieved by:

• Conducting independent due diligence and transaction services
• Identifying metrics to gauge the effectiveness of projects and procedures
• Helping with investment manager selection
• Developing strategies to manage tax code issues
• Focusing on asset preservation and wealth transfer strategies