Samuel J. Diarbakerly

Founder, Chief Executive Officer

His journey into financial services began by chance through his love of golf and only grew as he recognized the industry's potential to simplify the intricate financial challenges faced by affluent families. Holding various positions at Merrill Private Wealth Management and Commonwealth Financial Group allowed him to hone his expertise in investment strategy, sophisticated financial planning, and the management of large, custom portfolios while serving in a fiduciary capacity.

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Today, Samuel has built an elite, concierge firm that caters to the generational needs of families with significant wealth. He believes every family deserves a blueprint for their money and a plan to capitalize on investment opportunities. From family dynamics planning to irrevocable trust design, he values being clients' first call for exciting and important moments and truly enjoys learning about their ongoing wealth-building journeys.

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What sets Samuel apart is his exceptional ability to communicate and relate to people from diverse backgrounds. Whether clients have a single significant asset like stock, are preparing to sell a family business, or are seeking cutting-edge estate tax planning and charitable giving strategies, he is known for his ability to solve complex problems.

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His unique process involves assembling each client's world-class team, including estate attorneys, CPAs, and insurance professionals. Think of Samuel as a talent coordinator, bringing specialized expertise to every area of clients' multi-faceted financial lives. He focuses on helping clients articulate their goals and needs, creating tax-efficient portfolios that support their greatest aspirations, and leveraging technology for transparency. From day one, Samuel and his team emphasize a high standard of service and ongoing engagement to maintain trust and foster long-term relationships.

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Outside of work, Samuel is an active member of The Boston Estate Planning Council and The Boston Economic Club. He has also mentored high-achieving at-risk youth with Minds Matter Boston and currently serves as a Trustee and Board Member of the Gow School, where he also vice-chairs its investment committee.

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In his personal time, Samuel is an avid and competitive golfer, participating in amateur tournaments and constantly improving his game. He also enjoys learning about modern and financial history through documentaries, mini-series, and lectures.

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"I consider myself to be one of the luckiest people in the world that some of the smartest people in the country trust me to be their closest confidant in every aspect of their life. I enjoy the responsibility and the burden. When I wake up in the morning, I cannot wait to get to work."