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Family Office Advising

Family Office Advisors

Qualifications

Our Family Office Advisors hold accreditations such as CERTIFIED FINANCIAL PLANNER(™), Certified Family Business Advisor (CFBA)®, Certified Family Wealth Advisor (CFWA)®  or Accredited Investment Fiduciary™. We earned B-Corporation Certification, as well as Firm-Wide Fiduciary status from the Institute for the Fiduciary Standard; making it clear that our clients best interest come first. You can find out more about each of our Advisor’s Qualifications here.

Family Office

We work with select High Net worth and Ultra High Net Worth families to align their investment, business, and long term family priorities. For example, this may include establishment of a Professional Advisory Team, leading Family Meetings, providing multi-generational Estate Planning, Family Business Succession strategies, Establishing a Family Office, providing Charitable Giving strategies, potential Commodification of Business or Assets of Business, Financial Analysis, and Strategic and Business Planning.

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DeDora Capital, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where DeDora Capital, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by DeDora Capital, Inc. unless a client service agreement is in place.

Ph: 707.253.0681              ~             1600 Main St. Napa, Ca. 94559              ~              Form CRS

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