Everything that we do at Daintree supports our belief that clients benefit most when they are empowered to gain insight and understanding of their family values, personal and financial situations, and generational aspirations.
Daintree offers a full spectrum of investment, reporting, planning, and philanthropic services for our Wealth Management and Family Office clients, tailored to meet their individual and family needs.
Please watch the video, Your Personal Financial Website, to see how our technology tool, Daintree Compass, consolidates the financial lives of our clients and allows them to view and monitor their total financial picture in one easy to access location.
Generally, our Wealth Management clients have at least 2 million dollars in investable assets, while our Family Office clients have at least 20 million dollars in investable assets. Daintree manages over 1 billion dollars for our clients.