Wealth Management

Professional Outsourced Wealth Management Services

Wealth Management Services

We offer professional outsourced wealth management services for family offices, entrepreneurs, artists, sportspeople and young wealthy individuals.  We add value by minimising the risk of substantial projects (be they real estate, marine, aviation or corporate) and by structuring investments to preserve your wealth for the future.

Family Wealth Management

  • Succession Planning
  • Family Charters
  • Trustee Services

Private Wealth Management

  • Direct Investment Portfolios
  • Escrow / PayMaster Services
  • Real Estate Portfolio Management

Physical Asset Management

  • Vehicle Fleet Management
  • Real Estate / Facility Management
  • Yacht Management
  • Aviation management

Project Management

  • Client Representation
  • Prime Residential Construction
  • Yacht Projects
  • Aviation Projects

Existing Clients

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Become a Client?

We typically cater to high net-worth families and individuals with net assets valued in the £20m-£500m range.  If you would like further information on our services, please contact us using our form.

In the Press / Media

From time to time, we are invited to comment on recent developments in the luxury/wealth-management spheres.  Below is a sample of some of those articles.  If you would like any further information on the subject-matter or content of these, please do not hesitate to get in touch.

dos&co » Our Services » Wealth Management
dos & co

From young high-earners to long-established family offices, we work hard to understand your values and goals and, drawing on years of experience as trusted advisers, deliver tailored solutions which match your way of working.

1-6 Yarmouth Place, Mayfair, London W1J 7BU
Tel: +44 (0)203 167 8727