Preserving Legacy, Managing Complexity.
Managing family wealth involves more than just financial expertise—it requires coordination, communication, and trusted stewardship. At Diesslin Group, we help families navigate the intricate dynamics of trusts, family entities, and multi-generational wealth with clarity and care.
Tailored Financial Leadership for Families and Trusts.
We work closely with trustees, beneficiaries, and family members to support long-term financial security and ensure alignment with the family’s values, legacy goals, and governance structures.
Collaborative communication with families and trusted advisors
Customized wealth strategies and risk management for trusts and entities
Education and planning for rising generations
Transparent reporting and fiduciary-level oversight
Why Families Choose Diesslin Group
Families choose us for our discretion, transparency, and proven ability to handle complex financial relationships. We serve as a central resource to help unify planning efforts, reduce family friction, preserve wealth for generations, and step in to help a surviving spouse.
Services for Family Entities & Trusts
We provide a range of services tailored to the needs of complex family structures
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Structuring foundations and donor-advised funds to align with family giving priorities
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Providing independent advice or serving alongside family-appointed fiduciaries
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Including LLCs, partnerships, and private trust companies
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Strategy, diversification, and performance reporting across accounts
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Helping families transfer values along with wealth
Let’s Secure Your Family’s Future.
Whether you’re managing a trust, overseeing a family business, or building a legacy plan, our team is here to support your long-term vision. Let’s create a financial strategy that reflects your family’s priorities and safeguards your future.
100% Fee-Only Fiduciary Advice | Personalized | Comprehensive Wealth Management | Proactive, Long-Term Financial Planning