DuPont Advisory Group: From Family Office to Wealth Management Powerhouse

The DuPont Advisory Group, once a family office managing the wealth of the DuPont heirs, has evolved into a comprehensive wealth management powerhouse serving clients across the wealth spectrum. With over 43 years of experience in Indiana, the group has adapted to the changing financial landscape, offering a range of services that cater to the diverse needs of its clients. This transformation is a testament to the group's commitment to proactive and holistic planning, ensuring that clients maximize their potential through a team-based model that combines wealth management, tax planning, risk mitigation, legal services, and business advisory.



The group's journey began in 1934 when the DuPont family established the first family office to manage their wealth. Over the decades, as entrepreneurship and significant liquidity events increased, the number of family offices grew, and their structures and assets under management evolved. Today, the DuPont Advisory Group serves a broader range of clients, from high-net-worth individuals to those with more modest assets, by providing a comprehensive and holistic approach to wealth management.

One of the key strategies employed by the DuPont Advisory Group is proactive and holistic planning. The group recognizes that their best clients want proactive and holistic planning, which is why they have upgraded to a 21st-century business model based around holistic and proactive advice. This model is supported by a Virtual Family Office of experts, which combines the best in tax planning, legal, risk mitigation, wealth management, and business advisory services. This team-based model helps understand and prioritize clients' needs, address their biggest problems, and achieve their most important goals.

In addition to the normal public and retail investment markets, the DuPont Advisory Group provides exclusive access to Institutional & Private Investment Opportunities. These opportunities are typically reserved for the top 1/10 of 1% of all American Investors. Through their collaboration with Elite Institutional Class & Private Money Managers, they structure portfolios in a way that they can be offered to the retail market and Main St. investors. These investments utilize Applied Physics, Advanced Mathematics, and State of the Art Technology, such as Artificial Intelligence & Ensemble Active Management, and produce objectively, and substantially better risk-adjusted investment performance than what's otherwise available.

The group also offers specialized retirement planning services, including "Retire Abundantly," which focuses on ensuring clients have a proper plan in place to enjoy their retirement to its fullest. They help clients account for all of retirement's expected and unexpected events, providing peace of mind and financial security. The group's complimentary consultations and resources, such as a free ebook titled "Reinventing Retirement," provide expert strategies for optimizing finances, maximizing income, and achieving personal goals during retirement. They also offer special reports from Terry's book, "Retire Abundantly," to help clients create a more worry-free retirement with less stress.



The DuPont Advisory Group's evolution from a family office to a wealth management powerhouse is a testament to their commitment to serving clients across the wealth spectrum. By employing a comprehensive and holistic approach to wealth management, the group ensures that each client receives personalized and comprehensive financial planning tailored to their unique situation. Whether you are a high-net-worth individual or someone with more modest assets, the DuPont Advisory Group is ready to serve you the way they’ve served so many others.