The New York based Multi-Family Office manages $400 million in AUM
The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country. TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that holistic wealth management should extend far beyond investment advice. TDG offers a wide variety of services including investment management, financial planning, tax preparation, family office services, alternative investment analysis, relocation services and more. TDG is focused exclusively on high-net and ultra-high net worth households for executives and business owners with a unique specialty service for professional athletes and entertainers.
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“Mark and The Doman Group have impressed us for quite some time,” said Peter Mallouk, CEO of Creative Planning. “With The Doman Group, we are adding one of the nation’s leading firms that services the unique needs of younger high net worth clients such as business owners, technology entrepreneurs, entertainers and professional athletes. Not only was Mark Doman and his team’s experience in the field a major fit for us, but so was TDG’s company values and culture. It was evident immediately that this would be a good fit.”
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“I could not be more excited for this new partnership with Creative Planning,” Doman said. “Peter and I have a shared vision, where financial planning should be the true north for client’s decisions regarding their wealth management, estate planning, insurance, tax planning and other ancillary financial services. With our ever-growing practice at TDG, we are thrilled to join forces with Creative Planning to further scale and expand our service offerings to our clients.”
Creative Planning will leverage The Doman Group’s vast experience to continue to accelerate growth in the high-net-worth space in the New York region and continue to expand The Doman Group’s thriving sports and entertainment practice throughout the United States.
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