Diversified Financial Management Family Office Overview

General Information

Diversified Financial Management Family Office is a multi-family office headquartered in Norwell, United States. Founded in 1986, the firm provides independent wealth management, financial planning and investment advisory services to high-net-worth families, business owners and institutions, coordinating estate, tax and retirement strategies, risk management solutions, philanthropic planning and family governance support while selecting external managers across asset classes—delivers customized, fee-only portfolio stewardship.