Service specialisation

according to need.
Dawning Wealth treats each of our clients with the uniqueness that is required for exceptional family office advisory.

We engage in a dedicated discovery phase to learn what is needed before providing you with adaptable and efficient wealth and lifestyle management solutions.

Comprehensive Portfolio Management

Every aspect of your plans and goals for the future receives coordinated attention.

.01

Strategic asset allocation

.02

Tax planning and optimisation

.03

Estate planning

.04

Generational wealth transfer

.05

Risk management

.06

Portfolio rebalancing decisions

.07

Investment structures

Transition & Succession Advisory

We help you build the knowledge you need to confidently structure your own future.

.01

Business succession planning

.02

Ownership transition strategies

.03

Family governance structuring

.04

Next-generation preparation

.05

Leadership development

.06

Liquidity event planning

.07

Exit strategy evaluation

Coordinated Operational Assistance

Creating long-term security in how you go about business.

.01

 Financial reporting consolidation

.02

Advisor coordination

.03

Cash flow management

.04

Insurance coverage review

.05

Cybersecurity protocols

.06

Business continuity

.07

Disaster recovery planning

Philanthropy & Impact

Dawning Wealth – the advisor that helps you make a difference.

.01

Philanthropic strategy development

.02

Private foundation establishment

.03

Donor-advised fund creation and management

.04

Grant-making policy development and oversight

.05

Impact measurement and reporting frameworks

.06

Next-generation engagement through charitable activities

.07

Tax-efficient giving strategies and optimisation

Philanthropic Network

Some Dawning Wealth partnerships can be found below:

The Novo Nordisk Foundation supports a wide range of projects and initiatives that help to promote human health and the sustainability of society and the planet. Their aim is that by 2030, we will increase our efforts to help solve pressing, global societal challenges. 

The Villum Foundation supports research and education in technical and natural science, as well as environmental, social and cultural purposes in Denmark and internationally. Dawning Wealth clients can receive value by supporting such holistic philanthropic organisations.

The Danish Industry Foundation has identified four themes that they believe are crucial for the competitiveness of Danish business, and we agree. Supporting sustainable production, cybersecurity, new technologies and internationalisation, this initiative is focused firmly on the future.