Family Office Services

At DCG we provide end-to-end strategic financial planning and consulting. We support high-net-worth individuals and their families to clarify their purpose and define their vision and legacy aspiration. From tax and estate planning to investment strategies, to coordinating and leading the other professionals in your sphere, we’ve got you covered. We strive to become your trusted partner across all your family’s needs.

  • High-Net-Worth Wealth Management
  • Coordination of Philanthropy
  • Succession Planning
  • M&A
  • Coordination of Accounting and Legal Team

Proactive Tax Strategies

DCG proactively seeks to implement tax strategies that reduce your tax exposure moving forward. From deciding how to reduce taxes on your investments to charitable giving strategies, or income tax planning, we understand your situation to capture potential tax benefits available from the evolving legislation 

  • Income Tax Planning
  • Charitable Giving Techniques
  • Tax-Managed Investing
  • Adjust to New Legislation
  • Estate Tax Planning

Your Challenges…

  • Do you make over $500k in adjusted gross income and are feeling the pain and stress of a huge IRS bill? ​
  • Have you explored tax-free or tax-deferred savings vehicles, or charitable giving techniques? 

  • If you make over $500k in adjusted gross income, you’re probably feeling the pain and stress of a huge IRS bill. Nobody wants to see 40% of their income vanish.​
  • The difference between your current state and a future where you keep more of your earnings is just a matter of strategic proactive planning and knowledge of the tax code. With our guidance, the pain and stress of paying extreme portions of your money to the IRS can quickly become a thing of the past.​
  • For example, if you are saving and investing a portion of your earnings, there are tax-efficient ways to build wealth. Whether we’re exploring tax-free or tax-deferred savings vehicles, charitable giving techniques, or just maximizing deductions, the right guidance can make an extraordinary impact.​
  • What would just a 25% reduction in your tax bill free up for you?

Asset Protection & Treasury Management

We carefully analyze all risks to your financial position and implement techniques to optimize cash, asset, and entity management. From DCG, you can count on conservative and defensive strategies that create reliable results.

  • Asset Risk Analysis
  • Structure and Entity Chart Review
  • Cash Position Optimization
  • Debt and Leverage Utilization
  • Diversification of Assets and Investments

Estate Planning

DCG understands the complexity of large estates and the strategies used by the ultra-elite to ensure their wealth and legacies are intact for the next generation; whether that means advising on structure to avoid the estate tax or designing solutions to ensure that last wishes and legacy are passed on as intended. We also have expertise in designing and executing the seamless succession of a family business.

  • Revocable and Irrevocable Trust Design
  • Charitable Giving Techniques
  • Legacy Planning
  • Estate Tax Planning
  • Equalizing the Estate Between Siblings
  • Step Up in Basis
  • Last Will and Testament Guidance

Investment Advice & Execution

DCG is an independent Registered Investment Advisor (RIA). Our investment philosophy doesn’t focus just on gathering your assets under our management and deploying these assets in the public markets. 

  • Fixed Income Investments
  • Private Equity
  • Separately Managed Accounts (SMAs)
  • Tax-Managed Investments
  • Volatility Buffer
  • Retirement Income Planning

Advisory Team Oversight & Leadership

DCG believes a financial plan is useless in a silo. Wealthy and successful individuals rely on attorneys, CPAs, bankers, and a variety of other professionals to execute different aspects of their finances. DCG’s role is akin to being the quarterback in your huddle, calling the plays, and methodically moving the team down the field. With this approach, we aim to save our clients time and money while ensuring continuity within their plans and execution. 

  • Explain Goals and Solutions to Attorneys and CPAs
  • Review Existing Team
  • Bid Out Legal and Accounting Work
  • Oversight of Execution
  • Continuity Between Advisory Team

LET’S WORK TOGETHER

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