When you work with D’Aciam Private Wealth & Commercial Family Offices, Inc., you partner with a team of experts who see you as unique. Hence, we also provide unique strategies tailored to your needs and objectives.
When you work with D’Aciam Private Wealth & Commercial Family Offices, Inc., you partner with a team of experts who see you as unique. Hence, we also provide unique strategies tailored to your needs and objectives.
At the core of our overall service offerings are collaborative tax-services* and consultation services. These help to simplify, consolidate, and reduce overall expenses associated with paying multiple professionals.
We regularly join forces with:
Tax Professionals and Attorneys on each of our comprehensive planning relationships. Hence, we ensure an ongoing review of your investment, cash flow, risk management and overall financial position. We also can also review your annual tax and estate planning, and/or business, as needed.
Estate Planners, Tax Advisory, and Philanthropy Advisor Partners, which help to ensure delivery of service and enables us to help manage your ongoing estate and financial planning.
*This service is offered through one or more of our 3rd party CPA Partners. For more information, please contact your Advisor.
When you work with D’Aciam Private Wealth & Commercial Family Offices, LLC., you partner with a team of experts who see you as unique. Hence, we also provide unique strategies tailored to your needs and objectives.
At the core of our overall service offerings are collaborative tax-services* and consultation services. These help to simplify, consolidate, and reduce overall expenses associated with paying multiple professionals.
*This service is offered through one of our 3rd party CPA Partners. For more information, please contact your Advisor.
We regularly join forces with:
Tax Professionals and Attorneys on each of our comprehensive planning relationships. Hence, we ensure an ongoing review of your investment, cash flow, risk management and overall financial position. We also can also review your annual tax and estate planning, and/or business, as needed.
Philanthropy Advisor Partners, which guarantees delivery of service and enables us to help manage your investment.
When you work with D’Aciam Private Wealth & Commercial Family Offices, LLC., you partner with a team of experts who see you as unique. Hence, we also provide unique strategies tailored to your needs and objectives.
At the core of our overall service offerings are collaborative tax-services* and consultation services. These help to simplify, consolidate, and reduce overall expenses associated with paying multiple professionals.
We regularly join forces with:
Tax Professionals and Attorneys on each of our comprehensive planning relationships. Hence, we ensure an ongoing review of your investment, cash flow, risk management and overall financial position. We also can also review your annual tax and estate planning, and/or business, as needed.
Estate Planners, Tax Advisory, and Philanthropy Advisor Partners, which help to ensure delivery of service and enables us to help manage your ongoing estate and financial planning.
*This service is offered through one of our 3rd party CPA Partners. For more information, please contact your Advisor.
Each year, D’Aciam Private Wealth & Commercial Family Offices, LLC., carefully selects charities to support financially. We then donate a percentage of our net profits or do volunteer work as part of our philanthropy.
Every fourth quarter, we select a Top Charity for the year based on our philanthropy analysis process. The charity will then receive an additional donation from our net profits by the end of the year. We will also give special recognition throughout the holiday season until the end of January of the following calendar year.
The Collective…Leading change…through the arts!
4101 San Jacinto, Suite 116 / Houston, TX 77004
P. O. Box 88308 / Houston, Texas 77288-8308
713.523.1616 phone / www.thecollective.org
Each year, D’Aciam Private Wealth & Commercial Family Offices, LLC., carefully selects charities to support financially. We then donate a percentage of our net profits or do volunteer work as part of our philanthropy.
Every fourth quarter, we select a Top Charity for the year based on our philanthropy analysis process. The charity will receive an additional donation from our net profits by the end of the year. We will also give special recognition throughout the holiday season until the end of January of the following calendar year.
Maica is a Certified Estate Planner (CEP), and has been a financial planner and advisor in private practice since March 1998.
She is a 6-time Five Star Wealth Manager Award Winner—2015, 2016, 2017, 2018, 2019, 2020.
Maica believes in a personalized and holistic approach. She works with families and businesses to establish, build, and maintain financial legacies for their future.
Her focus is on Comprehensive Multi-Generational Financial Planning and Estate Planning. This includes Philanthropy Planning and Wealth Management.
Drawing on over 20 years of experience, she helps individuals and businesses plan for their financial futures. Maica educates, inspires, motivates, advises, and guides them on their unique goal paths. Ultimately, she will motivate you to act on building your legacies.
An advocate of “building a purposeful legacy,” she uses her financial expertise to facilitate empowerment workshops for women and often speaks for Innovation Women.
Maica also maintains a great love of the arts, from poetry and prose to dance, theater, opera, live music, and visual arts. She has published two books, and has written, directed, and produced a three-act ballet performance.
Maica is a native Houstonian has received her BBA in Finance from the University of Houston.
Maica is a Certified Estate Planner (CEP), and has been a financial planner and advisor in private practice since March 1998.
She is a 6-time Five Star Wealth Manager Award Winner—2015, 2016, 2017, 2018, 2019, 2020.
Maica believes in a personalized and holistic approach. She works with families and businesses to establish, build, and maintain financial legacies for their future.
Her focus is on Comprehensive Multi-Generational Financial Planning, and Estate Planning. This includes Philanthropy Planning and Wealth Management.
Drawing on over 20 years of experience, she helps individuals and businesses plan for their financial futures. Maica educates, inspires, motivates, advises, and guides them on their unique goal paths. Ultimately, she will motivate you to act on building your legacies.
An advocate of “building a purposeful legacy,” she uses her financial expertise to facilitate empowerment workshops for women and often speaks for Innovation Women.
Maica also maintains a great love of the arts, from poetry and prose to dance, theater, opera, live music, and visual arts. She has published two books, and has written, directed, and produced a three-act ballet performance.
Maica is a native Houstonian has received her BBA in Finance from the University of Houston. She is a member of the National Association of Certified Estate Planners.
Website Disclosure: Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. D’Aciam Private Wealth & Commercial Family Offices and IFG are unaffiliated entities.
Licensed to sell securities in the following states: TX & MS.
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.
D’Aciam Private Wealth &
Commercial Family Offices, Inc.
4265 San Felipe St,
Suite 1100
Houston, TX 77027, USA
CALL: 747.297.8832
FAX: 713.574.2671
© 2020 D’Aciam Private Wealth & Commercial Family Offices, Inc. All Rights Reserved.
D’Aciam Private Wealth &
D’Aciam Commercial Family Offices, LLC.
4265 San Felipe St,
Suite 1100 Houston, TX 77027, USA
CALL: 747.297.8832
FAX: 713.574.2671
© 2019 D’Aciam P W, LLC, All Rights Reserved.