Dynasty Private Wealth

Wealth Planning Every client deserves individualized wealth planning. Based upon your life goals and objectives, we help you identify appropriate investment strategies that meet your needs. Experience. Independence. Transparency. The world of investing, portfolio management and wealth management have changed a great deal over the past ten years. Affluent clients expect their advisors to provide seamless access to global markets, sophisticated portfolio management, customized family office resources and advice that is unbiased. Dynasty Private Wealth, led by Barron’s-ranked advisor Michael Brown, was created to provide outstanding investment experience and unwavering dedication to clients without conflicts of interest. Mike and his team, including Ron Deutsch, Rhonda Pohl and Brian Flynn put over 50 years of experience to work ensuring every client is served with the highest levels of individualized financial counsel. With over $1 billion in assets under advisement, Dynasty Private Wealth is an industry leader in providing customized managed services and investment counsel exclusively to high net worth individuals and their families. As a New York- based independent Registered Investment Advisory (RIA) specializing in managing multi-generational assets for our clients, we act as a truly unbiased fiduciary to best service and protect their interests. Dynasty Private Wealth’s investment management experience assists clients in clarifying their goals and objectives, and identifying appropriate investment strategies. Our philosophy has always been to provide customized services and long-term solutions that meet our clients’ needs. We offer the following services to our clients: Asset Management Alternative Investments Credit and Lending Family Office Services Insurance Planning Private Equity Trust and Estate Planning We begin by doing a thorough review of our clients’ current lifestyle, investments, liabilities and short and long-term goals. Whether it’s a well-diversified asset allocation, derivative risk management around a concentrated stock position, institutional-quality money managers, a financial plan, exposure to top hedge fund managers or private equity professionals, our team works to ensure that clients receive the highest level of planning, competitive pricing, and superlative execution. Our clients come to us for solid analysis and advice on a variety of matters including: Preserving assets after taxes and inflation Generating income to maintain their lifestyle Building the value of assets without taking inappropriate risks Dynasty Private Wealth’s strategy is to engage a suite of the most relevant and innovative resources and technologies to deliver notable solutions for clients. Objectively, and without compromise.

Address: 1350 Avenue of the Americas, 32nd Floor New York, NY 10019 USA

Phone: +1 212 373 1030
FAX: +1 212 373 1050