# Diversified Financial Management Family Office

Diversified Financial Management Family Office is a Multi Family Office based in Norwell, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Norwell, United States
- **Region:** North America
- **Address:** 80 Washington Street Building E-13, Norwell, MA 02061, United States
- **Founded:** 1986
- **Assets under management:** 302 (Altss estimate)
- **Website:** dfmwealth.com
- **LinkedIn:** https://www.linkedin.com/company/diversified-financial-management-inc./

## About

Diversified Financial Management Family Office was established in 1986 by William McKenna. It functions as a multi-family office providing wealth management and advisory services. The firm deploys capital across private equity, real estate, commodities and venture strategies. It maintains confirmed public equity positions including Coca-Cola Consolidated and Apple. Geographic exposure centers on North America with indicated activity in Europe and Asia. The structure relies on external manager selection rather than direct control of underlying assets. The firm sponsors the Norwell Chamber of Commerce and maintains relationships with Eastern Bank and Lynch Marini & Associates. It supports the Brain Aneurysm Foundation and South Shore Habitat for Humanity through board service and donations. No dated operational events from the last 24 months appear in available records. The firm operates without a disclosed single-family wealth origin or succession plan. Its architecture centers on coordination of external providers and philanthropic vehicles rather than proprietary deal sourcing.

## Sectors

- Private Equity
- Real Estate
- Commodities
- Venture Capital

## People

- William McKenna — President and Founder

## Questions

### Who runs investment decisions at Diversified Financial Management Family Office?

William McKenna serves as President and Founder. The firm coordinates selections with external managers across asset classes.

### Does Diversified Financial Management Family Office participate in fund commitments or only direct deals?

The firm selects external managers across asset classes and maintains public equity positions reported in 13F filings.

### Does Diversified Financial Management Family Office maintain philanthropic structures?

The firm supports the Brain Aneurysm Foundation and South Shore Habitat for Humanity through board participation and donations.

### What is Diversified Financial Management Family Office's known posture on co-investments alongside external GPs?

No specific co-investment activity or posture is documented in available records.

## Related profiles

- [Triangle Community Foundation](https://altss.com/profile/triangle-community-foundation)
- [Altair Finance Asset Management](https://altss.com/profile/altair-finance-asset-management)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/diversified-financial-management-family-office

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