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Services & Consultants

Dawkins Advisory Group

Dawkins Advisory Group specializes in family assets and provides personalized implementation and operational services for family offices. Working exclusively with Addepar, they implement the latest feature updates while offering evolving analytics and reporting on public and private investments.

Last updated: 03-27-2024

Implementations

  • Dawkins Advisory Group helps family offices identify their needs and implement solutions in Addepar. Creating a curated training plan, they work directly with advisors and administrators to ensure everyone knows how to manage the platform efficiently.

Outsourced operations

  • Offering complete management firm's usage of Addepar, Dawkins Advisory helps implement Addepar workflows and maintain the platform. Their proactive management approach ensures firms follow best practices and make the most of ‘What's New’ at Addepar.

Outsourced Chief Operating Officer

  • Dawkins Advisory Group offers a complete in-house solution for family office operations. Working alongside your advisors and investment partners, they’ll take the operational lead while staying up-to-date on the investment and performance of your clients' portfolios.