Disclosures

About Wealth Dialogue LLC

Wealth Dialogue LLC helps families and family offices with operations, governance, and structure. It is not registered as an investment adviser or a broker-dealer, and it is not a law firm or an accounting firm. We do not sell investments.

Information on this site

Everything on this site, including the Perspectives articles, is general information. It is not advice for any particular person or family, and it is not an offer to buy or sell any investment. Reading this site, or writing to us, does not make you a client. Before you act on anything here, speak with your own advisers about your situation.

Tax and legal matters

We are not a law firm or an accounting firm. We review how a family’s affairs are set up, including its tax structure, but the family’s own attorneys and accountants give the legal and tax advice. When a question belongs to them, we say so.

Perspectives articles

Perspectives articles describe general ideas and common situations. They never name clients. Each reflects our view on the date it was written, and may not be updated as laws or circumstances change.