Who We Serve

Diederich Perez Family Office

We provide you with the attention and resources of a single-family office while delivering an expert level of specialized services. Our solutions focus on wealthy families with diverse backgrounds that include Wealth Creators and Business Owners, Senior Executives, Multi-Generational Families, and Athletes and Entertainers.

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Wealth Creators & Business Owners

Your success began with an idea, an invention, or an inspiration. From that seed you have built a business, found your competitive edge, and are ready to embrace the future. And now it’s time to build a solid wealth strategy for you and your family so you can protect and nourish what you have created. Our team understands the unique challenges, opportunities, and risks wealth creators and business owners face.

We can help you:

  • Structure your assets to minimize future taxes, including capital gains
  • Balance the exposures in your investment portfolio by recognizing the additional risks you may have by owning a business
  • Sustain your wealth strategy through one or more transactions as you capitalize on your ingenuity
  • Address the opportunities offered by extreme liquidity events
  • Lay out a plan to create a legacy, including making decisions about when and if you should exit the business you have founded
  • Help your entire family manage and create a strategy for living with wealth while keeping your values focused and intact

Multi-Generational Families

Sustaining substantial wealth across generations can be a challenging endeavor. With wealth comes responsibilities, and in a world of rapidly changing regulations, tax laws, and personal uncertainties, advice from a family office is often cherished.

Your family may have a wide range of family office needs, including managing daily liquidity, long-term investing, the need for services to handle ownership of multiple properties, art, watercraft and aircraft, family employee compensation management, and evaluation and mitigation of personal risks. Your family may also want sound and impartial advice from the Diederich Perez Family Office on how to:

  • Transfer your family values as well as your wealth to the next generations
  • Provide governance of potential conflicts and address intergenerational family dynamics
  • Deliver planning centered on philanthropy, estate transfer, and administration to develop a mission and purpose for your family as well as minimize your tax obligations
  • Manage daily bills and cash flow across complex accounts
  • Manage lifestyle support, including domestic staff and properties
  • Expand your investment portfolios, including appropriate consideration of private assets and other asset classes

Senior Executives

You’ve ascended to the top ranks in business through acumen, patience, leadership, and a deep attention to detail. But have you had the time to focus on how you and your family can best benefit from your accomplishments?

Diederich Perez Family Office works to make sure that your professional life and wealth progress in concert. We provide insight to translate your success into an enduring wealth strategy that sustains your family for generations to come.

We can help you:

  • Manage administrative tasks and take them off your plate
  • Deliver consolidated reporting to provide you with summary information
  • Execute bill pay and bookkeeping
  • Provide estate planning coordination and administration
  • Develop strategies for single stock concentration including diversification, 10b51 planning, options, and other risk management solutions
  • Proactively plan to minimize taxes
  • Manage lending solutions such as cashless option exercise

Athletes and Entertainers

You have achieved excellence in your field. You are being rewarded for your talent and your skill, but with your success comes challenges. Money comes in to you in uneven chunks, and future earnings may be deferred. And with fame comes another problem. You are likely approached all the time with “great” investment ideas, which may not be so great after all! A family office team like Diederich Perez can help you manage your financial life so you can concentrate on what you do best – pursuing your passion and your career.

Our team can help you to:

  • Create a wealth strategy that aligns with your long-term goals
  • Make sure that you are investing with a plan that will outlast your professional career
  • Provide family office services that alleviate administrative tasks like paying bills, travel, managing properties and staff, and insuring your risks
  • Critically evaluate investments and business opportunities that come your way, as well as open a world of other private investments that are vetted by our experienced and unbiased team
  • Help you build a legacy so the causes you want to support are truly funded the way you want
  • Provide support and answer questions you have in all areas of financial management

Single Family Offices

As a single family office, you have unwavering commitment to serving your family. A key element is delivering a full range of solutions to meet all aspects of the complex financial and personal needs of the family as a whole, as well as individual family members, while maintaining the highly personalized touch and single-minded focus that only a single family office can provide. But providing all of the necessary services through in-house resources can be costly and it can be challenging to identify the right expertise and resources. Diederich Perez Family Office can assist with the design and building of a single family office, evaluating which services to manage internally and which to outsource, which may include:

  • Traditional investment management, including asset allocation, manager and investment selection, tax management, rebalancing, and reporting
  • Unique access to alternatives, with dedicated team resources identifying, analyzing, and selecting opportunities at investment levels often unavailable to individuals
  • Wealth planning so that families can realize their vision for legacy, philanthropic, trust and estate goals
  • Family governance to help ensure that families have a unified understanding of the meaning, dynamics, and purpose of their wealth and the next generation is prepared for the responsibilities and opportunities significant wealth can provide
  • Lifestyle and administrative management to keep your day-to-day life running smoothly
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