Amy Dalmanieras
Director
Family Office Management Team
Amy is a valued member of the Family Office Management Team where she is responsible for supporting the complex needs of the firm’s family office clients. Amy is passionate about working collaboratively with client families to facilitate enhanced client experiences while navigating comprehensive goal based multigenerational wealth, tax, and estate planning strategies. She strives to implement integrated wealth management solutions for our clients under TwinFocus’ total balance sheet approach.
Amy has spent the past 20 years in the financial services industry specifically working with ultra-high net worth clients in the family office space. Most recently, Amy worked at a multi-family office providing in-depth financial management, administration and reporting to complex, ultra-high-net-worth multi-generational families. Over her career she has gained extensive experience in financial planning strategies, asset allocation, tax planning strategies, and has developed a multi-disciplinary approach to client service. This experience gives her a deep understanding of the extraordinary level of complexity that significant wealth creates.
Amy earned her Bachelor of Arts in Psychology from Framingham State University.
Get to know Amy.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
If I was not at TwinFocus and could not fail, I would be a professional organizer. I love walking into a space and visualizing how to maximize its functionality.
What do you enjoy doing outside of work?
Outside of work, I enjoy traveling, trying new restaurants, and most of all, spending time with my family and our dog, Zeus.
What do you enjoy most about your job?
I love that every day is different, and you never know what each day will bring. You are always learning new things and have the opportunity to meet amazing people.
What unique personal skills make you great at your role at TwinFocus?
I’m a naturally curious person and will find a solution to whatever question or issue arises. I also do not easily accept that something cannot be done. Relationship building is one of my biggest strengths and I work hard to form meaningful, lasting connections with clients and their advisors.