Daniela DeGasperis is the Founder and CEO of the DDM Group of Companies, a wealth preservation consultancy focused on helping individuals and families protect, structure, and sustain their wealth across generations.
Driven by a belief that lasting success is never accidental, Daniela works with clients to create financial strategies that reflect both their ambitions and their values. Under her leadership, DDM Group has become a trusted partner for families seeking thoughtful, long-term planning grounded in purpose and precision.
She has built a strong network of trusted specialists, selected not only for their technical expertise, but for their ability to communicate clearly and guide clients with integrity and empathy.
Daniela has guided DDM Group’s evolution into a respected, multi-disciplinary advisory practice focused on multigenerational stability and responsible stewardship.
By bringing together expertise in accounting, insurance, capital management, legal advisory, and philanthropy, she ensures clients receive fully integrated guidance — designed to support both present priorities and future aspirations. Her work consistently reflects a balance between rigorous structure and genuine human understanding.
Daniela’s strengths include:
Her approach helps clients move forward with confidence, knowing their decisions are aligned with what matters most.
Daniela begins every relationship by listening. She takes time to understand each client’s goals, concerns, and vision for the future before offering direction. This foundation of trust allows her to develop strategies that feel both practical and personal.
Her philosophy is clear: meaningful financial success is intentional, carefully structured, and supported by the right team.
Through this approach, Daniela helps individuals and families navigate complexity with clarity, strengthening today’s foundations while preparing for what lies ahead.
Back to advisors
