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
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