We work with leadership teams of single family offices and their respective families to ensure alignment of the direction of the office with the respective Family’s Vision and Mission.
Simultaneously, we manage the multi-faceted dynamics intrinsic to multi-generational families in a way that fosters goodwill and respect.
Our approach is to treat each situation as a unique opportunity to share our experience and perspective. Our goal is to support the long-term sustainability for each family and its family office.
Our team:
Each assignment 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.
About Dave
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 Senior Advisor to the Mathile Family and a member of CYMI Ltd.’s Board of Advisors and its 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 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 14+years.
Dave has spent most of his professional career at IMG, the privately-owned sports media company originally owned by the Mark McCormack family where he fine-tuned his knowledge of how families make decisions and how important the culture in family-owned business can be. Dave was part of IMG’s Finance team for 20+ years as part of the Company’s senior leadership team.
During his tenure at IMG and starting in 2001, Dave was named President of the registered investment advisory affiliate, MAI Wealth Advisors consisting of a staff of 50 professionals in the Wealth Advisory, Investment, Tax Planning and Compliance, and Estate Planning disciplines. As part of this assignment, Dave worked with families to establish single family offices and support the transition in generational leadership in the family-held businesses.
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.
Dave is a Certified Public Accountant (C.P.A). He has an MBA from The Wharton School and earned his B.A. from Ohio Wesleyan University. Dave and his wife, Sandy, reside in Dayton, Ohio and have five adult children.
Mike Mathile
Mike Mathile is a private investment leader with nearly 20 years of experience growing and leading companies through strategic positioning and governance. He is also the Chairman of Aileron, a non-profit that empowers entrepreneurs to transform their businesses and their lives. Over the years, Mike has developed a particular interest in supporting generational transition within family-owned businesses.
Prior to establishing his business career, Mike played professional baseball for the Montreal Expos and the Cincinnati Reds organizations. As he transitioned out of professional sports, Mike turned his focus towards private family enterprise.
In 2004, Mike acquired AcuTemp, a Dayton-based provider of temperature-sensitive shipping solutions. With a high-quality management team and a new name, he helped grow CSafe Global into a world-leader in energy efficient cold-chain technology solutions before successfully selling a majority interest in 2015. Mike is currently active in various private investments including MyScript, a global leader in digital ink and handwriting recognition technology.
In addition to his roles in private investing, Mike is the current Chairman of CYMI, Ltd., a family office dedicated to providing financial and investment services to the Mathile family. In this role, he is actively involved with the family’s ownership, governance, and resource allocation strategies. Mike also led the aggregation of legacy Mathile Family private operating companies into a focused portfolio.
Mike currently serves on the boards of Saint Mary’s College in Notre Dame, IN and Catholic Central School in Springfield, OH. Mike and his wife reside in the Dayton area and support the region through family philanthropy with their four adult children.