Crafting Stability,
Securing Tomorrow
DOLAN CAPITAL GROUP LLC • FAMILY FINANCIAL SERVICES
Our Advantage.
Dolan Capital Group, LLC was founded by professionals who had actively managed the financial affairs of their families as well as trusts, for decades. We believe in a standard of service that is based on trust, stability, and a commitment to your financial well-being.
The firm brings a strong, multi-generational track record of providing financial advice and have managed numerous market cycles, navigated family dynamics across multiple generations, and helped families achieve goals that span decades of planning and investing.
The goal of the firm is to develop a comprehensive financial plan for each family, to manage the assets with the same care and insight as they manage their own affairs, and to manage the assets both for this generation and for the generations that follow.
EQUITY INVESTMENTS: We focus on companies with a proven track record and high growth projections.
FIXED INCOME INVESTMENTS: Typically rated A or better, with maturity rates that align with the objectives of the family.
REAL ESTATE DEVELOPMENT: We leverage premier resources for the development and management of properties.
We understand that every family is different and that a family’s needs change over time. We focus on values as well as the complexity of each family’s situation. When structured appropriately and managed well, the firm coordinates the stewardship of assets and organizes business, personal, and in some cases philanthropic interests. We work to balance the needs of individual family members and of the family as a whole.
Dolan Capital Group, LLC, is a private family office that provides a range of services tailored to meet the needs of a small number of discerning, high net worth families.
