Dignitas has opened a limited window for membership into its exclusive multi-family office.
The window will remain open for 90 days and allows the firm and invitees to explore the benefits of the multi-family office service model.
Dignitas offers a blend of boutique wealth management services alongside coordination of legal, tax and lifestyle matters to families that have between USD3m and USD30m in total net worth.
The Dignitas model includes oversight of cash, stocks, and bonds, as well as illiquid investments such as real estate, family businesses; and alternative investments such as art and classic cars.
Dignitas’ membership model is capped at 100 families. Families are typically introduced to the firm via its network of advisers. The firm also targets successful executive and entrepreneurial families.
“We wanted to be very deliberate in designing a process for families that centers around education and communication rather than sales and portfolios. Joining a family office is fundamentally different than changing brokers or advisors. It is intimate, personal, and quite empowering for families looking for a fresh direction in how they receive advice and coordinate their personal affairs,” says Nicholas Delgado (pictured), co-founder and chief wealth officer of Dignitas.