Business Financial and Operational Consulting

STRATEGIC CFO SERVICES

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

PROACTIVE TAX STRATEGIES

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

ASSET PROTECTION & TREASURY MGMT

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

OPERATIONAL PLANNING

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

VARIABLE COMPENSATION DESIGN

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

TRANSITION PLANNING

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

Diamond Client Group solves your most complex challenges with a breadth of expertise.​

We immerse ourselves in your company to truly understand your needs and aspirations, and we strive to become your trusted partner across all your company’s needs as if you’ve hired a world-class CFO for your organization.​

Have you ever felt you could use the expertise of an external advisor but feel you are too small to afford consulting or guidance?

Do you expect a large taxable base this year and don’t know how best to reinvest? Are you maximizing your tax reduction potential?

Have you thought about the most optimal entity (C, S-Corp) structure for your business? Do you have idle capital and want to maximize its value?​

Have you ever felt that there’s something missing in your business but don’t know what?  Do you know what your profit will be at the end of the year?​​

Do you offer a 401(k) program but don’t know if it’s the best incentive to motivate employees? Have you done everything you can to attract, retain and reward the key employees?

Are you retiring from your company in the next 5 years?
Is there a strong team that can continue the company’s success?

QUESTIONS ABOUT YOUR FINANCIAL FUTURE? ASK TODAY!

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.

PROACTIVE TAX STRATEGIES

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

ASSET PROTECTION & TREASURY MGMT

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

INVESTMENT ADVICE & EXECUTION​

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

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.

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.

LET’S WORK TOGETHER

Diamond Client Group works as a team to provide you with the best resources, guidance, and service available.