At Dynasty Family Office, we empower family businesses to establish, preserve, and grow their wealth, laying the cornerstone of their dynastic legacy. Our strategic solutions cover four essential pillars: Dynasty Protection, Estate Planning, Philanthropy, and Dynasty Building.

Dynasty Protection

Protects your wealth in the event of an unexpected life event and shields your wealth and future earning capacity.

Estate Planning

The process of transferring assets resources, knowledge, and values from one generation to another


A charitable gift made to a nonprofit organization to help it accomplish its goals, for which the donor receives nothing of value in return.

Dynasty Building

We focuses on various strategies such as tax mitigation and cash flow planning, so that our clients can strive to protect and increase wealth.

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The Dynasty Process

We use a six-step wealth management process as a parameter for working with clients. It begins with a Discovery Meeting where we ask you 64 questions around the seven major themes of wealth management. Identifying any holes in your wealth strategies and providing solutions for your best wealth and life!



Let’s get to know each other and discuss your values, assets, interests, relationships and goals. This will help to uncover and identify potential gaps and determine if we are a fit.



We identify your personal wealth gaps before building an implementation strategy to exploit those gaps so you can achieve your Dynasty Vision faster.



We don’t work with everyone. Our mission is to partner with clients for the long term. If you meet the requirements then we will prepare our partnership paperwork so our relationship is fruitful.



We will build a custom digital client portal that consolidates all of your assets in one place. Allowing you to execute financial decisions with confidence and predictability.



We curate your Expert Board of specialists under one roof. Your personal team’s one mission is to implement cutting edge strategies that will help protect and grow your assets.


Expert Board

A custom team of high level professionals selected for your specific needs to execute the Dynasty Plan.

Ready to Build Your Dynasty?

Lets get on a call to chat on how we can help you build your dynasty, We look forward to hearing from you!

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There are no warranties implied. Dynasty Family Office (DFO), (“RIA Firm”) is a registered investment adviser located in Worthington, Ohio. Dynasty Family Office may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Dynasty Family Office website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Dynasty Family Office’s website on the Internet should not be construed by any consumer and/or prospective client as Dynasty Family Office’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Dynasty Family Office with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Dynasty Family Office, please contact the state securities regulators for those states in which Dynasty Family Office maintains a registration filing. A copy of Dynasty Family Office’s current written disclosure statement discussing Dynasty Family Office’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Dynasty Family Office upon written request. Dynasty Family Office does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Dynasty Family Office’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Grubb Financial Services and individually licensed and appointed insurance agents.