Private Wealth Evolved

Your fixed point in a fluid world

Our mission is to grow, protect, and transfer your wealth through personalized strategies that adapt to your changing life circumstances

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Services

Our Comprehensive Service Suite

Refined solutions, built around what truly matters

Private Wealth

Tailored portfolios meticulously crafted to align with your unique risk profile, time horizon, and financial objectives.

Institutional Grade Portfolio Design

Family CFO

Wealth Preservation

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Single Family Office

Designed for families operating at exceptional levels of complexity and capital

White Labeled Single Family Office Formation and Oversight

Centralized Stewardship for your Family's Entire Balance Sheet

Custom Built Family Office Services

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Founders

Transforming post-exit wealth to ongoing growth and legacy

Pre- Exit Growth Planning

Liquidity Event Advisory

Legacy Advisory

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Investment Philosophy & Approach

Reserved for those who expect precision, access, and enduring performance

Evidence-Based Strategies

We combine rigorous research with active and passive management techniques, leveraging decades of market data to inform our investment decisions.

Strategic Diversification

Diversification across asset classes, geographic regions, and investment styles to optimize risk-adjusted returns while managing downside risk.

Dynamic Management

Continuous portfolio monitoring with systematic rebalancing to maintain target allocations and capture market opportunities as they arise.

Process

Partnership & Next Steps

Where exceptional wealth meets enduring partnership.

Discovery & Understanding

We begin with an in-depth consultation to understand your unique financial situation, goals, risk tolerance, and family dynamics. This collaborative process ensures our strategies align perfectly with your aspirations.

Customized Proposal

Based on our discovery process, we develop a comprehensive wealth management proposal with transparent fee structures, clear timelines, and specific strategies tailored to your objectives.

Long-Term Partnership

Our commitment extends far beyond initial planning. We provide ongoing support, regular reviews, and adaptive strategies that evolve with your changing life circumstances and market conditions.

Partners

Institutional Partnerships

We forge strategic alliances with premier financial institutions, leveraging their specialized expertise and extensive global networks to enhance our service offerings for ultra-high-net-worth clients.

Team

Meet the Driftmark Capital Team

Our leadership team blends decades of experience with a precise, client-focused framework built for today's most discerning investors

Leadership

Dan

Gibson, CFA

Founder and CEO

Dan Gibson is the Founder and CEO of Driftmark, with a background as a Former Navy SEAL and Private Advisor at the Rockefeller Global Family Office.

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Bo

Hodge

Chief Operating Officer

Bo Hodge is the Chief Operating Officer of Driftmark, he worked with the Dallas police department before returning to school. He worked at Rockefeller Global Family Offices before joining Driftmark Capital.

Advisory Board Member

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