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.



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.


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.