Financial Poise™ Congratulates Diamond Wealth Strategies on Strategic Partnership with V3Limited

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Financial Poise™ congratulates Faculty Member Ron Diamond on Diamond Wealth Strategies’ entry into a strategic partnership with V3Limited.

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By partnering with V3, Diamond Wealth Strategies is able to offer its clients a way to address inherent challenges in their existing private investment portfolio - even the most sophisticated, best in class family offices may benefit.

Financial Poise™ is pleased to congratulate Ron Diamond, Chair of the Family Office Advisor, a Financial Poise™ editorial board, on Diamond Wealth Strategies’ strategic partnership with V3Limited.

With deep experience serving family offices, V3Limited provides expert resources and solutions for challenged private investments. Across the private investment spectrum: private equity, debt, venture capital, and real estate, family offices are increasing their allocation to private fund and direct investments. But concurrent with this growth has been a dramatic increase in the percentage and number of challenged private direct and fund investments – even in this current healthy market. The actual and opportunistic cost of getting stuck in an underperforming investment is typically substantial. V3 provides a proactive, discreet and transparent solution for their clients. Their proven work to aggregate and align stakeholder interests serves to drive value for, and accelerate the path to, successful realizations.

Through this relationship, Diamond Wealth Strategies will be able to offer its nearly 100 Family Office clients expert solutions for dealing with underperforming investments, and ultimately, the means to accelerate the liquidity of assets so the family can put capital to use in a way that adds value to their investment portfolios.

Since Diamond’s inception, the firm has been dedicated to protecting the interests and investments of its family office clients. This partnership presents an innovative and effective solution for Diamond Wealth and the distinguished clients it serves. “By partnering with V3, I am able to offer my clients a way to address inherent challenges in their existing private investment portfolio - even the most sophisticated, best in class family offices may benefit,“ said Diamond Chairman and CEO, Ron Diamond.

Diamond Wealth is a boutique financial services firm that offers a comprehensive suite of advisory services catering to the unique needs of family offices, ultra-high net worth individuals, and business owners.

ABOUT V3Limited
V3Limited is a specialized investment advisory firm providing family offices, investment advisors and institutions with customized investment services to actively manage and implement exit strategies for private fund and direct Tail End and other challenged/turnaround investments.

Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to individual investors and private business owners. Financial Poise™ content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure that all content is easily digestible. Financial Poise™ is a meritocracy; nobody can “buy” her way onto the Financial Poise Faculty.™ Start learning today at

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Cristina Nolan
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