Diamond Wealth Strategies is a boutique financial services firm that offers a comprehensive suite of advisory services catering to the unique needs of family offices, ultra high net worth individuals, and business owners. Diamond represents 85 family offices ranging in size from $250 million to $15 billion.

We serve as an outsourced private equity division for Family Offices that do not currently have a dedicated private equity team, but still want to make direct investments. In addition, through our partnership with Dresner Partners, we offer the services of a middle market investment bank specializing in merger & acquisition advisory, institutional private placements of debt and equity, financial restructuring and corporate turnaround, valuation and strategic consulting. Our clients are middle market companies operating in both the U.S. and internationally. We are deeply committed to exceeding client expectations and maintaining the highest levels of integrity. Our experienced professionals have the foresight necessary to navigate through highly complicated transactions to maximize value for our clients.

Our third division, Wealth Transfer, works with FAMILY OFFICES, ultra high net worth individuals, and business owners in identifying strategies that may minimize transfer taxes such as gift, estate, and generation skipping taxes while maintaining the family’s planning objectives. We accomplish this by working closely with a client’s existing advisor network to understand the nature of their assets, estate plan and objectives in a comprehensive manner.

Diamond was founded on the principles that each client will receive customized advice and an unmatched level of personal service and confidentiality. With an emphasis on providing creative and results-driven services that go beyond what many have come to expect from traditional financial advisors, the team at Diamond is dedicated to creating holistic financial solutions that integrate every aspect of our client's life. Diamond's national client base is served by a team with offices in Chicago, New York, San Diego, and Naples.

We have assembled a team and surrounded ourselves with some of the top experts in the country.

Members of our team include:

  • FORMER COO OF CITADEL -- A $25 BILLION INTERNATIONAL HEDGE FUND
  • FORMER HEAD OF DELOITTE'S FAMILY WEALTH PLANNING AND FAMILY OFFICES PRACTICES
  • FOUNDER AND PRESIDENT OF A BOUTIQUE INVESTMENT BANKING FIRM WITH OVER 30 YEARS OF EXPERIENCE SPECIALIZING IN MIDDLE MARKET BUSINESSES
  • FOUNDER AND MANAGING PARTNER OF A HIGHLY SUCCESSFUL MIDDLE MARKET PRIVATE EQUITY FIRM
  • PAST PRESIDENT OF THE MILLION DOLLAR ROUND TABLE
  • FORMER PRESIDENT AND COO OF A MULTI $BILLION FAMILY OFFICE
  • FORMER HEAD OF A $1 BILLION FAMILY OFFICE IN CHARGE OF THE ALTERNATIVES INVESTMENT GROUP
  • FORMER PRESIDENT, COO AND A MEMBER OF THE BOARD OF DIRECTORS OF CLARK, INC. -- AN NYSE LISTED COMPANY

DIAMOND WEALTH STRATEGIES ADDS THIRD PRIVATE EQUITY FIRM TO ITS PLATFORM -- ENABLING FAMILY OFFICES TO MAKE DIRECT INVESTMENTS


We are very excited to announce that Diamond Wealth Strategies has entered into a partnership with private equity firm Bridge Investments (www.bridgeinvestments.com). Bridge Investments is a Chicago-based private equity firm focusing on the lower middle market for private equity transactions. Whether it’s a controlling stake, growth equity or a Series A investment, Bridge looks for execution-oriented management teams who love what they do. They have a 15-year track record of success in a wide array of businesses, including tech-enabled services, consumer, digital marketing, logistics, security services, telecom services, and eDiscovery and forensics services, among others. Bridge contributes its own capital to each investment, directly aligning their interests with management teams and investors.

Bridge seeks out established companies with clear potential; applies a disciplined approach to the transaction process and to their portfolio management; and helps those companies grow and evolve into mature, larger and more profitable businesses. They support and add value to their portfolio companies through their knowledge and experience, capital resources and business relationships forged over many years. Their flexibility allows them to exit at the ideal time, maximizing value for all involved.

Bridge is the third private equity firm, along with Akoya Capital and Slate Capital, that Diamond has accepted onto its platform. We have vetted over 400 private equity firms throughout the United States and now have what we consider to be three of the very best in the country on our team. Our ultimate goal is to vet and partner with the top 5 private equity firms (without a dedicated fund) in the country focused on the lower middle market. This will enable our Family Office clients to make direct investments in the lower middle market and have more control, lower fees, and better aligned interests than the traditional 2/20 blind pool private equity fund format. It will also enable the private equity firms on our platform access to more patient capital by accessing our Family Office network.

  • Diamond Wealth Strategies, Inc. is bringing together a select group of Family Offices to invest together in direct private equity opportunities without the high cost and inflexibility of traditional private equity fund investing.
  • Diamond will vet and select a small number of highly successful private sponsor private equity firms with specific expertise in a broad range of business sectors.
  • Pre negotiated discounts will allow Diamond members to invest without the high cost of traditional PE investing.
  • Members will be permitted to individually opt in or out of each transaction.
  • Each potential transaction will be highly scrutinized by Diamond's experienced PE professionals and be subject to a strict approval process before being presented to members.
  • All members will be treated equally and investment opportunities will be made available on a first come first serve basis. Minimum and maximum investments will be established for each transaction.