Private Banking

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:

  • Comprehensive tax planning and filing services
  • Goal planning across multiple generations
  • Management of trusts, family partnerships, and even assets such as real estate or art and wine collections

Contact The Dowling Group

From taxes to comprehensive financial planning, The Dowling Group is Fairfield's county's most trusted partner.  Our team of accredited experts stands ready to answer your questions and guide you to an optimal financial path.

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