Different By Design
At the Dyer Team, we appreciate the intense tenor of modern life—and we’re up to the challenge of clarifying and smoothing a path forward for clients and their families. We advise wealth creators – busy and dynamic individuals who have complex financial lives, multiple demands on their time, and high standards of excellence.
These clients recognize that their financial lives need foundational organization and analysis, clarity, and strategic direction. Typically, they are senior executives, wealthy families, entrepreneurs, or financial-industry principals who are knowledgeable and sophisticated, but don’t have time to distill the many decision points that significant wealth can entail.
We work to make life easier for these clients and their families. Through transparent advice, in-depth analysis, and ongoing diligence, we strive to enhance their lives – financial and nonfinancial—so that they can pursue their aspirations and objectives with purpose and confidence.
Our team offers access to a suite of family office services, coordinated with the clarity and insight gained from an ingrained understanding of the people we serve. That directness, we believe, advances client objectives more effectively, heightening our impact and providing clients with a single, reliable resource to get things done.
Founded on Transparency
At the Dyer Team, we work well with decision makers who appreciate the value of thoughtful action. In a world of increasing complexity, they need a trusted resource to evaluate their financial circumstances, assess their options, and pinpoint possible solutions.
We believe our team excels at this challenge, presenting clients with the information they need to make deliberate and informed decisions. Thirteen people strong, our team conducts rigorous research and provides transparent analysis, helping clients pursue their own best interests.
We're highly skilled in systematically examining interdependent issues - investments, assets, executive compensation, trust and estate planning services, lending, cash flow - and triangulating the key factors that impact clients' wealth, lives, and legacies. We're also clear communicators and ongoing educators, resolute in our efforts to measurable value and restore precious free time to the clients we serve.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Engaging at the Balance Sheet Level
When financial needs are simple, wealth management can be fairly straightforward. Advisors can engage clients at the account level, proposing remedies for distinct needs.
When wealth becomes more complex, however, that approach is no longer sufficient. At the Dyer Team, we engage clients at the balance-sheet level, helping them reconcile, unify, and integrate multiple aspects of their financial lives. The balance sheet is our launching point for diagnosis, allowing us to incorporate additional dimensions and connect clients to capabilities enterprise wide.
Our work is deeply customized because it has to be. Each client’s balance sheet is unique, requiring the “heavy lifting” that we undertake: researching the scope and scale of client wealth, assessing risks, and pinpointing possible enhancements and efficiencies to align with rigorous planning.
That process, we maintain, is not a finite exercise but a continuing challenge. People and priorities change. So do the capital markets, economic environments, and legislative agendas. We welcome that dynamism as an opportunity to drive value, bringing a nimble mindset and a readiness to help clients pursue what matters most to them as conditions change.
Access to Family Office Services
When wealth takes on a certain scale, it can often assume parallel complexity. Multiple providers, touch points, hand-offs, and decision trees can cloud—rather than smooth—the path ahead.
At the Dyer Team, we have consciously built our group as a trusted authority for a host of needs, assembling the requisite professionals under a single roof, and delivering these services with the diligence and coordination that are our hallmarks.
Too often, we believe, a client’s financial picture can become fragmented by a patchwork approach that involves multiple relationships, firms, and providers. That situation tends to yield inefficiencies while also amplifying risks. Clients lack a clear perspective on the many moving parts of their wealth. Layered decision making can also delay decisive action and forestall opportunity.
We look to remedy those gaps by serving as a consolidated gateway for ultra-high-net-worth families. We have the tools, acumen, and technology that clients need, grounded in a singular understanding of their circumstances. That combination, we believe, is a powerful method to guide the lives and legacies they envision.
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