Private Banking & Family Office
Certain clients desire a higher level of financial oversight and administration of their family's financial affairs. For those clients whose interests stretch beyond our traditional wealth management offering, The Dowling Group provides a full service Family Office experience. The Dowling Group’s Family Office service is tailored to the specific requirements of each family and can include services ranging from detailed tax compliance, private banking and trust services, document management and record keeping, expense management, bill paying, bookkeeping services, family member financial education, family support services, and family governance.
Bring Life Back Under Control
How many hats do you really want to wear? You've spent years getting to where you are. Why limit yourself with tedious administrative burden. There comes a point where it makes sense to consider delegating parts of your financial life to a trusted advisor so you can spend time focusing on your business and your family. When you reach that point, remember that the advisors at The Dowling Group have been called upon by professionals here in Greenwich for over 30 years.
Let us handle the details
The first step we take is always to understand your specific goals and values. Based on that, some of the family office services we provide include:
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