With personal wealth generally comes complex finances and a DMM’s services are a perfect solution to manage the related day-to-day activities to effectively maintain these assets. The DMM ensures that the client’s ownership in multiple properties, businesses, and other assets and investment instruments is in order by keeping an inventory and reviewing documentation and statements in a timely manner. Paying the bills and coordinating services to maintain the client’s assets is at the heart of what a DMM does. There may be multiple insurance policies, estates, trusts, and other structures in place that the DMM can review and engage with subject matter experts (CPA’s, Financial Planners, Lawyers, etc.) as-needed, to ensure that the client is covered and protected, giving them the peace of mind in knowing their investments are in order.