Diamond Client Group solves complex problems for business owners and large estates.

We don’t force a generic quick-fix. Diamond Client Group excels in solving complex problems that require advanced solutions. We cater to each individual situation through a deep understanding of our client’s needs and goals; no scenario is the same and neither is our approach.

Diamond Client Group solves complex problems for business owners and large estates.

Our role is to be your trusted advisor and partner, providing expertise and reliable results. We compare and explore strategic options so you can feel confident about making financial decisions. We would love to earn your trust and provide you with clarity in a muddled and confusing world.

We don’t force a generic quick-fix. Diamond Client Group excels in solving complex problems that require advanced solutions. We cater to each individual situation through a deep understanding of our client’s needs and goals; no scenario is the same and neither is our approach.

Make better financial and operational decisions that will expand and protect your business for the long-haul.

Stop overpaying taxes and implement proactive tax strategies which reduce your exposure moving forward.

Rest assured that you have a thoughtful and calculated plan for achieving profitable growth and your desired goals.

The Diamond Process

At Diamond Client Group we want to transform your financial understanding and results, to become strong and resilient, like a real diamond. Through our 5-step process, together we will brighten, shape, and polish until your diamond is internally flawless.

The Diamond Process

At Diamond Client Group we want to transform your financial understanding & results, to become strong & resilient, like a real diamond. Through our 5-step process, together we will brighten, shape, & polish until your diamond is internally flawless.

INTRODUCE

  • Getting Acquainted
  • Key Concerns and Goals
  • Our Approach and Philosophy

EXPLORE

  • Financial Details
  • Your Priorities
  • Appropriate Concepts

ADVISE

  • Co-create Strategies
  • Prioritize Viable Options
  • Advice Meets Accountability

INTEGRATE

  • Review Recommendations
  • Finalize Details of Strategies
  • Alignment and Action

REFINE

  • Implementation Support and Reviews​
  • Update Goals
  • Adjust to Changes

Business Financial and Operational Consulting

STRATEGIC CFO SERVICES

DCG solves your business’s most complex challenges through end-to-end Strategic Financial & Operational Consulting.​

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PROACTIVE TAX STRATEGIES

​DCG seeks to implement proactive strategies that reduce your tax exposure moving forward.​

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ASSET PROTECTION & TREASURY MGMT

DCG enables you to protect your assets while optimizing the return on your idle capital & credit facilities.

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OPERATIONAL PLANNING

DCG gains a deep understanding of your business and defines a plan to achieve profitable growth.​

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VARIABLE COMPENSATION DESIGN

DCG excels in helping you incentivize and retain your key employees. The standard 401(k) is not always the best fit.

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TRANSITION PLANNING

DCG partners with you in one of the most critical moments to transfer your business in the smoothest possible way.​

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QUESTIONS ABOUT YOUR FINANCIAL FUTURE? ASK TODAY!

Let’s Get Started

High-Net-Worth Financial & Estate Planning​

FAMILY OFFICE SERVICES

DCG provides end-to-end strategic financial planning and consulting to support high-net-worth individuals and their families.

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PROACTIVE TAX STRATEGIES

DCG seeks to fully understand your financial situation to capture potential tax benefits available from the evolving legislation.​

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ASSET PROTECTION & TREASURY MGMT

DCG implements techniques to optimize cash, asset, and entity management & reduce risks to your financial position.​

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INVESTMENT ADVICE & EXECUTION​

DCG is an independent Registered Investment Advisor (RIA) with capability to invest in alternatives like private securities & other fixed instruments.​

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ESTATE
PLANNING​

DCG understands the complexity of large estates & strategies used by the ultra-elite to ensure their wealth & legacies are intact for the next generation.

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ADVISORY TEAM OVERSIGHT & LEADERSHIP​

DCG’s role is akin to being the quarterback in your huddle, calling the plays, and methodically moving the team down the field.

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SCHEDULE A CALL

Are you ready to speak with us about solving your unique challenges and securing your financial future? Contact us today.