DiNuzzo Family Office

Helping Successful, Middle-Market Business Owners and Affluent Families Create Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families since 1989

About DiNuzzo Middle-Market Family Office

THE VIRTUAL FAMILY OFFICE
The Virtual Family Office is a relatively recent innovation for successful business owners, entrepreneurs, and families with Net Worth of $10 Million to $200+ Million that makes the advantages of single-family offices that were once restricted to the Super Rich available to a wide array of the affluent.

This means it’s possible for driven entrepreneurs who don’t yet possess massive amounts of wealth to access quasi family office-level expertise from Consummate Professionals across the country, or even in other nations. Increasingly, high-performing Virtual Family Offices can pull together resources and experts from diverse locations and coordinate their actions on behalf of families that have significant assets (but don’t necessarily have the $200 million that typically is required for a single-family office to make sense).
HOW YOU CAN BENEFIT FROM A VIRTUAL FAMILY OFFICE
A high-performing Virtual Family Office can be instrumental in optimizing your financial world to make it work as best as it possibly can.

Furthermore, your high-performing Virtual Family Office can probably help you deal with an array of wishes and concerns that are not at their core financial. Like all aspects of life, these wishes and concerns have financial components, so your high-performing Virtual Family Office can help you most cost-effectively address them, now and in the future. All in all, a high-performing Virtual Family Office delivers a comprehensive set of expertise within a comprehensive experience.

As we’ve seen, as you move up the Wealth Management Hierarchy, you get the best of the previous level and then add exceptional expertise to it. Thus, wealth management is a core expertise of your high-performing Virtual Family Office.
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Year in Southwestern Pennsylvania

$ 0 M
Assets Under Management
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Years of Combined Wealth Advisor Experience
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States are Home to DWN Clients

Credentials and Designations

CFP: 5
CPA: 1
PFS: 1
EA: 2
ChFC: 5
AIF: 8
AAMS: 1
MBA: 3
MSTx: 1
MSFP: 1
MS: 1

The DiNuzzo “Middle-Market Family Office” Breakthrough

More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world’s wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.

The Seven Keys to Investing Success

No matter your profession, one day, a reconciliation of the lifelong investment decisions you have made will take precedence over everything else… at retirement. This reflection will trigger the mandate for a full assessment of where you stand, while also illuminating the importance of developing a plan for your future. For many people, this thought evokes a fear and anxiety that they’re not properly prepared, unleashing the two forces that are the worst enemy of personal finance success. Your challenge is no longer simply picking investments hoping solely for growth—but rather building a total-return, risk-adjusted withdrawal investment strategy founded on “playing defense first.”

Don't Get Killed on Taxes

Many people get killed on their taxes each year, but that doesn’t have to be your story.

The average person doesn’t need a degree in business or accounting to avoid paying too much in taxes—they simply need to discover their misconceptions about taxes and create a plan to reduce those taxes over time. In Don’t Get Killed by Taxes, P. J. DiNuzzo and Steven Jarvis bust the most common myths that keep people paying too much in taxes. They sharefive simple building blocks that can save money and reveal twenty of the most common tax strategies to substantially reduce an individual’s tax burden.

Meet the Team

P. J. DINUZZO, CPA, PFS™, MBA, MSTX
FOUNDER, PRESIDENT, LEAD CONSULTANT
MICHAEL V. DINUZZO CFP®, ChFC®, AIF®, MSFP
LEAD CONSULTANT, SOPHISTICATED INSURANCE PLANNING & RISK MANAGEMENT TEAM LEADER
MARK S. DINUZZO, CFP®, ChFC®, AIF®, MBA
LEAD CONSULTANT, SOPHISTICATED INSURANCE PLANNING & RISK MANAGEMENT TEAM LEADER
JENNIFER B. REDDINGER CFP®, EA, AIF®, AAMS®
TAX TEAM LEADER
KENNETH M. MCDANIEL EA, AIF®, MS
TAX TEAM LEADER
LESLIE D. TAYLOR-NEUMANN CFP®, ChFC®, AIF®
WEALTH PLANNING TEAM LEADER
JACOB R. POTTS CFP®, ChFC®, AIF®
INVESTMENT & PLANNING TEAM LEADER
CARL J. HARTMAN ChFC®, AIF®
INVESTMENT & PLANNING TEAM LEADER
BROOKE C. McMASTER
SERVICE TEAM LEADER
JACKIE M. DINUZZO
REPORTING & BILLING TEAM LEADER
SUZANNE M. BOREN
EXECUTIVE COMMUNICATIONS TEAM LEADER

Experts in Residence

RUSS ALAN PRINCE
HEAD FAMILY OFFICE CONSULTANT
FRANK W. SENECO
SOPHISTICATED INSURANCE & RISK CONSULTANT
CLAY SAFTNER
RISK MANAGEMENT CONSULTANT
NICK P. PAVLIDIS ESQ
INTELLECTUAL CAPITAL CONSULTANT
ATTORNEY EDWARD A. RENN
LEGAL & ASSEST PROTECTION CONSULTANT
CLIFF OBERLIN
FAMILY OFFICE & INSTITUTIONAL INVESTMENTS
© 2024 DiNuzzo Family Office – All Rights Reserved