Family Office Approach

Acknowledging that every client is unique, Domus Capital Group takes a personalized approach to managing family wealth and planning for future generations by providing tailored family office services.

“Here is a very simple question: Is our job as an advisor to maximize net worth or maximize lives? That question is the difference between an investment manager and a financial life manager.”
–Joe Duran

Cash Management Philanthropic Services
Insurance Analysis Expense Management &
Spending Analysis
Foundation Management Retirement Planning
Interface & Coordination with
Outside Counsel & Advisors
Risk Management
Generational Planning
& Execution
Business Succession
Planning & Execution
Due Diligence Wealth Transfer &
Estate Planning Analysis
Strategic & Tactical
Portfolio Management
Consolidated Performance
Monitoring & Reporting

The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel. This form is publicly available and may be viewed at or be request by email at