Diamond Wealth Strategies

At Diamond Wealth, we reimagine the way Family Offices invest by fostering a community of like-minded Family Offices who want to collaborate, share best practices, and institutionalize the Family Office community. Our vision is to create an economic ecosystem where Family Offices can share resources, best practices, and expertise to create efficiency and generational wealth.

A Community of Family Offices

We represent over 100 Single Family Offices, ranging in size from $250 million to $30 billion, and have excellent relationships with hundreds of others throughout the country. Our Family Offices are committed to creating long-term wealth and achieving their goals through a comprehensive range of financial services.

Expert Resources & Solutions

Our team of experts provides sound advice on the entire spectrum of investments in the alternative asset space, including private equity, real estate, venture capital, hedge funds, and other investments that are not in the public market. We carefully vet 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.

Investment Banking

We partner with James Zukin, the Co-Founder of Houlihan Lokey (NYSE:HLI), to provide investment banking services, including 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.

Wealth Transfer

We work closely with Family Offices to identify strategies that may minimize transfer taxes, such as gift, estate, and generation-skipping taxes, while maintaining the family's planning objectives. Our team of experts will work with your existing advisor network to understand the nature of your assets, estate plan, and objectives in a comprehensive manner.

Commitment to Leadership

Our Founder and Chairman, Ronald Diamond, is a longtime investor and entrepreneur with a deep understanding of the Family Office industry. He represents over 100 Family Offices and has a proven track record of delivering value to his clients.