A far-reaching view of wealth is only possible with a thorough understanding of your family’s circumstances and dynamics, its resources and aspirations, its challenges and complexities.

When your advisors use Private Family Office, that’s where they will begin—and what will later inform every consideration that affects your financial well-being. By viewing your investments, assets, and business interests from the perspective of the family as a whole, your resources are organized and understood in ways that maximize their potential—while seeking to avoid expensive pitfalls.


A family’s highly accomplished professionals draw upon their own expertise, as well as the lessons learned through their clients’ dynamic lives. With Private Family Office, advisors are better able to deliver results and build long-lasting relationships with clients, helping them to navigate through both opportunity and periods of family crisis.


  • Asset Management
  • Insurance & Risk Management
  • International Investing
  • Estate Planning & Wealth Transfer
  • Household & Lifestyle Administration
  • Tax & Financial Planning
  • Trust Services
  • Education & Succession
  • Legal Advisory
  • Philanthropy

...It's like having a CFO for your Family.

Dow Software, LLC
8205 Nature’s Way, Suite 219,
Lakewood Ranch, FL 34202, USA

Private Family Office is brought to you by Dow Software using its Strad Professional application.

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