Investment Mission

ADIFO™ makes tax effective risk adjusted investment decisions in order to maximize risk adjusted returns and mitigate tax cost.

Investment Mission

ADIFO™ makes tax effective risk adjusted investment decisions 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

Accounting

Record keeping
and recording

Bookkeeping

Budgeting and
cash flow analysis

Financial
controls

Bill
pay

Apollon Wealth Management DBA Adi Dassler International Family Office (ADIFO) provides advise and makes recommendations based on the specific needs and circumstances of each client.  For clients with managed accounts, ADIFO has discretion over investment decisions. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing price to make decisions.  The information contained herein is intended for information purposes only, is not a recommendation to buy or sell any security and should not be considered investment advice.  Please contact your financial advisor with questions about your specific needs and circumstances.

ADIFO does not provide legal, accounting, bill pay or tax filing services, but may refer clients to third party service providers.  When referring to third parties, ADIFO is not responsible for any advice, recommendations or output provided by the third party.