Dynasty Private Wealth

Objectivity Without Compromise

With over $1 billion in assets under advisement, Dynasty Private Wealth is an industry leader in providing customized managed services and investment counsel exclusively to high net worth individuals and their families. As a New York- based independent Registered Investment Advisory (RIA) specializing in managing multi-generational assets for our clients, we act as a truly unbiased fiduciary to best service and protect their interests.

Dynasty Private Wealth’s investment management experience assists clients in clarifying their goals and objectives, and identifying appropriate investment strategies. Our philosophy has always been to provide customized services and long-term solutions that meet our clients’ needs.

We offer the following services to our clients:

  •   Asset Management
  •   Alternative Investments
  •   Credit and Lending
  •   Family Office Services
  •   Insurance Planning
  •   Private Equity
  •   Trust and Estate Planning

We begin by doing a thorough review of our clients’ current lifestyle, investments, liabilities and short and long-term goals. Whether it’s a well-diversified asset allocation, derivative risk management around a concentrated stock position, institutional-quality money managers, a financial plan,   exposure to top hedge fund managers or private equity professionals, our team works to ensure that clients receive the highest level of planning, competitive pricing, and superlative execution. Our clients come to us for solid analysis and advice on a variety of matters including:

  •   Preserving assets after taxes and inflation
  •   Generating income to maintain their lifestyle
  •   Building the value of assets without taking inappropriate risks

Dynasty Private Wealth’s strategy is to engage a suite of the most relevant and innovative resources and technologies to deliver notable solutions for clients. Objectively, and without compromise.