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Client Portal
Client Portal
Your future starts now
We plan, promote, and
protect your wealth
Your future starts now
We plan, promote, and protect your wealth

D’Aciam Private Wealth & Commercial Family Offices, Inc., provides direction, guidance, and advice to ensure lasting wealth preservation and growth to what you’ve spent your lifetime in building. We offer a wide range of private wealth services that work towards financial independence and more confidence for your family—now and for generations to come.

private wealth services

Private wealth services that fit your needs

Private Wealth Services

Customized investment planning

  • Portfolio creation and management

  • Objective referral process

  • A tailored plan with a portfolio mix of investments

  • Multiple investment structures

  • Well-diversified portfolios

  • Invested positions in all environments
    (economic and market conditions)

  • Customized Account Statements
    (available on some account-types)

Investment Advisory

  • Objective needs analysis

  • Open architecture platform for various investment options

  • A broad spectrum of asset classes

  • Fixed and variable product offerings

  • Advisory and brokerage options

  • Proprietary investment analysis

  • Strategy and reporting

  • Individualized portfolio design

Private Wealth Advisory Services

  • Wealth Advisory

  • Tax Preparation and Advice
    (offered through one of our third party partners)

  • Portfolio Optimization and Re-balancing

  • Portfolio Risk Assessment and Analysis

  • Executive Compensation

  • Retirement Income Planning and Strategies

  • Business Financial Services

  • Estate Planning Services

  • Education Planning

  • Philanthropy Advice Planning

Private Client Services

Elite Client Group

BCC (Black Card Client) Group

Private Client

Executives Box

CFO (Client Family CFO)

Commercial Family Office

  • Wealth Advisory

  • Portfolio Optimization and Re-balancing

  • Executive Compensation

  • Deferred Compensation

  • Key Plan Benefits

  • Key Person Insurance

Additional Services Available

Risk Management Planning - most insurances, including:

  • Life Insurance
    (Term, Temporary and Permanent)

  • Disability Income Protection

  • Long-term Care/Chronic Care Insurance
    (Traditional and Hybrids)

  • Auto, Renter’s, General Liability and Homeowner’s

  • Business
    (See Business Services)

  • Mortgage Insurance

  • Health Insurance, including Medigap

Lifestyle Advisory and Management

  • Day-to-day tasks and planning,

  • Bill pay and budgeting solutions

  • Managing money movement between your bank and
    D’Aciam Private Wealth’s custodian.

  • Cash flow reports

  • Issue resolution and assistance with merchant issues

  • Assistance with utilities set up or shut off during a move.

  • Check-writing and debit/credit cards

  • Convenient planning tools on your smart phone or tablet

Concierge Services (coming soon)

  • Exclusive access to special events

  • Catering services

  • Travel support and arrangements

  • Navigating and managing member rewards

  • Relocation Services

  • Vehicle Research and Acquisition

  • Personal Driver assistance/coordination

  • Property Management

  • Recruiting, Hiring and Training, and Personal Assistance

  • Housekeeping research and coordination

  • Personal Shopping

Mortgage and Lending, including Commercial Real Estate

Bill Pay Services

Cash Flow Management

Proprietary Services

Tax-focused and tax-efficient specialized Retirement Income Strategies

Tax-equalization Required Minimum Distribution Strategy

Client-facing Investment Cost and Performance Tracking Analysis Report

Portfolio Alpha and Sharpe Ratio Measurement Analysis

Tax-efficiency Portfolio Planning Strategy

Equity/Bond Cost Analysis Report

Equity/Fixed Investment Income-Adjusted Cost Analysis

Portfolio Bell-Curve Risk Report

Values-based Planning

Contact us for information on working with some of our CPA or Estate Planning Attorney partners

Contact Us

Contact us for information on working with some of our CPA or Estate Planning Attorney partners

Contact Us

Website Disclosure

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. is committed to helping you live your best life now and well into the future.

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Corporate offices

D’Aciam Private Wealth &
Commercial Family Offices, Inc.

4265 San Felipe St,
Suite 1100
Houston, TX 77027, USA

info@daciampw.com

CALL: 747.297.8832

FAX: 713.574.2671

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© 2020 D’Aciam Private Wealth & Commercial Family Offices, Inc. All Rights Reserved.

D’Aciam Private Wealth &
Commercial Family Offices, LLC. is committed to helping you live your best life now and well into the future.

Corporate offices

D’Aciam Private Wealth &
D’Aciam Commercial Family Offices, LLC.

4265 San Felipe St,
Suite 1100 Houston, TX 77027, USA

info@daciampw.com

CALL: 747.297.8832
FAX: 713.574.2671

Quick Links

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© 2019 D’Aciam P W, LLC, All Rights Reserved.

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