About DAO Advisors

Dave Osborne established DAO Advisors in 2017 to advise Presidents of single-family offices and their respective families. His prior role was President of CYMI, Ltd., the Mathile family office from 2007 until November 1, 2018. He is now Senior Advisor to the Mathile family which includes joining the Board of Advisors. He will also continue as a member of CYMI’s Investment Committee.

Dave uses his extensive experience as a strategic advisor and thought partner to advise other leaders of single-family offices and families where he offers key critical leadership in this highly unique and devoted role.

Dave’s leadership as President of CYMI as resulted in the office being recognized in the single-family office space of family office with net worth exceeding $1 billion. The office is known for its operational best practices, its focused client-centric service model, its approach to technology and security, and its leading-edge investment approach. CYMI is also held in high regard for its support of the several transitions in Generational Leadership in the Mathile family and the respective family office and its continued investment in talent development through coaching and training.

At CYMI, Dave was ultimately responsible for the family’s financial health and wellness by ensuring the office remained in alignment with the family’s Values and Beliefs. Dave is also involved with several organizations in the single-family office space and can offer his context and perspective gained in the past 11+years.

Dave has been working with families his entire career. Born a G4 in the Osborne family based in Cleveland, Ohio, Dave’s great-grandfather, Frank Osborne, started the Youghiogheny & Ohio Coal Company in 1902. The company was sold in 1978.

Services

Our Areas of Expertise

We offer personalized:

Strategic Advice and Counsel to Family Office Leadership Teams and Families Who Have or are thinking of Starting a Family Office

Assessment of Investment Function to Align with Family’s Risk Profile

In Depth Analysis of Operations to Ensure Utilization of Best Practices

Experience in Multi-Generational, High Complex Family Environments

We Ensure Alignment for Families and Their Wealth

What makes us different?

Seasoned Hands-On Leader of Single Family Offices with 11+ years of experience leading a single-family office and 20+ years of leading a wealth advisory organization

Experience in Multi-Generational, High Complex Family Environments

Track Record of Leading Transformational Initiatives

Deep Experience in Family and Single-Family Office Governance

Strong Investment Skillset

History of Providing Strategic Advice and Sharing Best Practices with Single-Family Office Leaders

Optimizing Your Wealth

Are you a President or Principal of a single-family office?
Are you in the process of establishing a single-family office?
Are you part of a family of wealth considering establishing an office?
Are you in search of financial planning and strategy for multiple generations of wealth?

How we can help:

Establishing a Single-Family Office

Advising Single-Family Office Leaders

Transforming Single-Family Offices

Multi-Generational Legacy Planning

Long Term Strategy

Best Practices in Wealth Advisory

Our Philosophy

Guiding Principles

We provide targeted advice and counsel to solve your family’s specific wealth management issues.
My values and beliefs are a reflection of my influence and leadership during my business career.
As a wealth management advisor and thought partner, I approach each assignment in a professional manner realizing each relationship is unique in its very nature. We listen openly and actively in an impartial and non-judgmental manner. We focus on the alignment of services for each family. We provide options and recommendations which allow clients to make their best decisions. Every relationship is kept in strict confidence.

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