At a glance
- Diamond Wealth is a syndicate of more than 100 family offices ranging from $250 million to $30 billion, according to the announcement.
- Diamond has spent more than two decades working with family offices and private investors.
- Twin Oak reported $1.1 billion in regulatory assets across five accounts and six employees as of Oct. 10, according to FOD's records.
Twin Oak ETF Company named Ronald Diamond, founder and chairman of Diamond Wealth, chair of its Family Office Advisory Board, the firm said on Sept. 9.
Diamond Wealth is a syndicate of more than 100 family offices ranging from $250 million to $30 billion, according to the announcement. The syndicate invests across private equity, real estate, venture capital, credit and special situations. Diamond will advise Twin Oak as the firm expands its work with single- and multi-family offices and the wealth-management professionals who serve them.
Diamond has spent more than two decades working with family offices and private investors. He founded Family Office World Media and helped build the family office program at TIGER 21, where he chaired a national Family Office Group. Twin Oak co-founder and chief executive Zach Wainwright said Diamond understands "how family offices actually make investment decisions, starting with what the capital needs to accomplish and looking across the portfolio rather than at any one product in isolation."
Twin Oak reported $1.1 billion in regulatory assets across five accounts and six employees as of Oct. 10, according to FOD's records.
Reported by the People & Leadership desk from PR Newswire. Published . Corrections