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Expert Resources

& Solutions

We work directly with over 100 Single Family Offices and help them navigate the entire spectrum of investments in the alternative asset space.
 

This includes advice on private equity, real estate, venture capital, hedge funds, and other investments that are not in the public market. We do our diligence on every deal and invest personally in most of the transactions. Once a deal has been properly vetted, we share our deal flow with the Family Offices in our network.

PRIVATE INVESTMENTS

INVESTMENT BANKING

For our Investment Banking division, we are honored to partner with the Co-Founder of Houlihan Lokey (NYSE:HLI) — James Zukin.

James Zukin is the Co-Founder of Houlihan Lokey Howard & Zukin (NYSE:HLI), a top 10 global investment bank and global leader in financial valuation. He co-headed the Houlihan Lokey groups that created the modern fairness and solvency opinions. Mr. Zukin was the founding Chairman of the Valuation Study Group, the first organization of financial valuation professionals. His government clients included the IRS, the Dept. of Labor, the Federal Home Loan Bank Board, the Office of Thrift Supervision, CalPERS & the Korean Asset Management Corporation. He formed Houlihan Lokey’s Sovereign Advisory Services practice, whose 20+ clients included Antigua & Barbuda, Belize, the Dominican Republic, Greece, Liberia, Iraq, and the Russian Federation. Mr. Zukin served as a senior delegate to the Paris Club meetings involving the private sector and the IMF. He presented  to  the  Paris  Club  a  seminal  paper  and  financial  model  on  determining sovereign contingent liabilities. He created the “rapid sequencing” approach to sovereign debt restructuring. Mr. Zukin has performed, supervised or reviewed over 1,000 financial valuations, over 200 M&A / restructuring engagements and over 20 sovereign debt engagements.

Diamond Wealth offers the services of a middle-market investment bank specializing in merger & acquisition advisory, institutional private placements of debt and equity, financial restructuring and corporate turnaround, valuation, and strategic consulting. 

Our clients are Family Offices, primarily in the middle market, operating in the US and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients.

WEALTH TRANSFER

Diamond Wealth works with Family Offices in identifying strategies that may minimize transfer taxes such as gift, estate, and generation-skipping taxes while maintaining the family’s planning objectives.

We accomplish this by working closely with a client’s existing advisor network to understand the nature of their assets, estate plan, and objectives in a comprehensive manner. We have the top experts in the country as part of our team.