Exploring the New DACM Family Office Advisory Partnership
Introducing DACM: A Unique Partnership in Wealth Advisory
Cone Marshall, a leading global legal and fiduciary services firm dedicated to assisting families with estate and wealth planning, has recently announced a strategic collaboration with Delta Asia Financial Group. This partnership aims to establish the Delta Asia Cone Marshall (DACM) Family Office Advisory Limited, a firm designed to provide comprehensive advisory services for families navigating their wealth journeys.
The Strength of the Partnership
Delta Asia Financial Group, founded in 1935 and recognized as the largest family-owned bank in the region, and Cone Marshall, which boasts extensive international experience in trust and succession planning, are joining forces to bring their expertise to the family office sector. This new venture opens its offices in Hong Kong, with a dedicated presence in Macau, combining nearly a century of financial service experience from Delta Asia with Cone Marshall's authority in trust management.
A Commitment to Family Wealth Management
As both companies share a dedication to family values, the co-CEOs of DACM, Lai-chong Au and Ada Ng, emphasize the mutual goal to cater to the complex needs of families regarding their wealth and succession planning. They believe that this partnership will not only enhance their existing services but also create customized solutions that align with the unique aspirations of each family they serve.
Leadership and Vision at DACM
Stanley Au, the chairman of Delta Asia, brings significant experience as a recognized financier and community leader, fostering economic advancement through social responsibility initiatives. His leadership is crucial in ensuring that DACM addresses the growing demand for family advisory services amidst a historical wealth transfer occurring globally.
Continued Growth and International Presence of Cone Marshall
Founded in 1998, Cone Marshall has established itself as a principal provider of trust and estate planning services worldwide. With offices in 14 key markets including iconic locations such as London, Geneva, and Auckland, Cone Marshall has garnered a reputation for integrity and expertise. The collaborative venture with Delta Asia aims to leverage this international experience to benefit families in Asia, offering unrivaled guidance through the evolving financial landscape.
Advanced Services Tailored for Wealth Preservation
The DACM Family Office Advisory is uniquely equipped to aid clients in various financial aspects, ranging from fiduciary and trust services to comprehensive financial planning. The firm comprises a diverse team—including lawyers, wealth planners, financial advisors, and accountants—ensuring that clients receive well-rounded support as they manage their wealth and work to preserve their legacies across generations.
By retaining a strong focus on personalized service, DACM aims to cultivate lasting relationships with families, fostering a deep understanding of their specific needs. This dedication reflects a commitment to client care that will nurture financial legacies for years to come.
Legacy of Excellence in Financial Services
Delta Asia Financial Group’s rich history of nearly 90 years of providing banking and integrated financial services plays a crucial role in their current offerings. As an entity wholly owned by one family, it fosters long-term relationships while adapting to the changing demands of modern clients who require diversified wealth advisory solutions.
Looking Towards the Future
As the DACM Family Office Advisory Limited ventures into this promising new chapter, it represents an exceptional fusion of tradition and modernity in the financial arena. This partnership not only enhances the client experience through shared resources and knowledge but also champions the unique characteristics that family-owned institutions bring to wealth management.
Frequently Asked Questions
What is the purpose of DACM Family Office Advisory?
The DACM Family Office Advisory aims to assist families in wealth and succession planning through comprehensive services in fiduciary and financial management.
Who are the key players behind DACM?
The partnership is led by Cone Marshall and Delta Asia Financial Group, both renowned for their expertise in legal, fiduciary, and financial services.
What geographic areas does DACM serve?
DACM has established its offices in Hong Kong, with an operational presence in Macau, focusing on assisting families in the Asia region.
How does DACM ensure personalized service?
DACM emphasizes building strong client relationships through a team of experienced professionals dedicated to understanding each family's unique needs.
What legacy does Delta Asia aim to preserve?
Delta Asia Financial Group aims to uphold its long-standing commitment to trust and excellence in financial services for generations to come.
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