About Us

Samy Dwek

Founder & CEO
The Family Office Doctor

Samy E. Dwek is The Family Office Doctor

Samy is the founder and CEO of The Family Office Doctor and White Knight Consulting. His most recent role was Managing Director and Banker at J.P. Morgan Private Bank in Florida.

Prior to this Samy created and headed J.P. Morgan Family Office Solutions, EMEA and was a member of the EMEA Management Committee for the J.P. Morgan Private Bank.

Prior to this, Samy was the head of Emerging Europe for the Private Bank for six years and before that, he was a banker for the Turkey-Israel region for three years. Samy concurrently worked for J.P. Morgan Asset Management covering institutional clients in Turkey and Israel for 6 years until February 2011. He joined J.P. Morgan Private Bank in 2000 as a senior portfolio manager for Italy.

Prior to that, he worked at Republic National Bank (RNB) of New York where he was responsible for the fixed income department and strategy for their Swiss offices in Geneva. Before that, he held a number of positions at RNB including head of client trading, FX proprietary trader and he also worked on the proprietary desk focusing on Italian fixed income, fixed income derivatives and FX.

Samy is actively involved in the South Florida community, serving on numerous charitable boards. Samy is a graduate of the European Business School in London where he graduated with a BA (Hons) in European Business Administration in English, French and Italian.

Samy is a member of the Society of Trust & Estate Practitioners (STEP). He also contracts for FINRA as an arbitrator and mediator.

He currently resides in Delray Beach with his wife and three children. He is fluent in English, French and Italian and proficient in a number of other languages.

In The Press

Samy Dwek Offers a New Perspective on Single Family Offices

Have we really had true single family offices all of these years, or are we mistaken? Is it possible that we have been focused on Founder’s Offices rather than family offices?

As founder and CEO of The Family Office Doctor, Samy Dwek helps family offices and high-net-worth individuals review their setup and ensure they can perpetuate past the next generation.

Samy Dwek Appointed to Boca Raton Regional Hospital Foundation Board of Trustees

Samy Dwek, Founder and CEO of White Knight Consulting and Family Office Doctor, has been appointed to the Board of Directors for the Boca Raton Regional Hospital Foundation, Inc.

Dwek will serve a 5-year term as a Director for the Foundation, a non-for-profit, tax-exempt organization for Boca Raton Regional Hospital (BRRH). BRRH is part of Baptist Health South Florida, the largest healthcare system in the region.

Samy Dwek quoted on the sale of the Mills family company, Medline, to Carlyle and Blackstone

Samy Dwek was quoted on the recent sale of Medline, by Andy and Charlie Mills to Carlyle and Blackstone. Families selling their businesses will face issues that will directly impact the families..

The pre-existence of family governance will determine how this plays out for the Mill’s family after the sale.


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