Investment Mission

ADIFO™ makes tax effective risk adjusted investment decisions, utilizing the US and International Tax Codes of the specific jurisdiction in order to maximize risk adjusted returns and mitigate tax cost.

Investment Mission

We make tax effective risk adjusted investment decisions, utilizing the U.S. and International Tax Codes of the specific jurisdiction in order to maximize risk adjusted returns and mitigate tax cost.

Wealth Management Process

Wealth Management Process

What ADIFO™ Does

And our collaborations

Tax and wealth
Planning

Tax
compliance

Tax
planning

Wealth
transfer planning

Investment
structure design

Succession
planning

Tax
mitigation

Investments

Investment methodology
development/implementation

Manager
selection

Manager
benchmarking

Performance
reporting

Due
diligence

Philanthropy

Family strategies -
development/implementation

Family
foundation oversight

Charitable
benchmarking

Due
diligence

Legal

Contract
Oversight

Litigation
oversight

Regulatory
oversight

Accounting

Record keeping
and recording

Bookkeeping

Budgeting and
cash flow analysis

Financial
controls

Bill
pay

Technology

Technology
platform

Technology
controls

Cloud
computing

Data
analytics

Family and business
information continuity

Cyber
security

Personal

Personal
services

Property
management

Travel

Air craft/
Water craft