DHG Expands into Family Office Services Through the Integration of Burkhart & Company, P.C. into DHG

Charlotte, N.C., September 1, 2021 – DHG a U.S. top 20 professional services firm, is pleased to announce the professionals of Burkhart & Company, P.C. will join DHG effective September 1, 2021. Burkhart & Company’s 20-person team diversifies and strengthens DHG’s service offerings by adding Family Office services to the firm’s offerings. Family Office provides full-service professional management and personal CFO capabilities for affluent families encompassing multi-generations.

“In addition to building valuable careers with all of our people, our mission is to help our clients achieve their goals. The integration with Burkhart & Company and the addition of the Family Office service offering, enables us to further fulfill our mission and support our current and prospective clients’ strategic goals,” commented Matt Snow, DHG’s Chief Executive Officer. “We are proud to welcome the Burkhart & Company team and clients to DHG and continue to expand our growing presence in the Tennessee Market.”

Burkhart & Company has been working with families for over 30 years to provide services that include tax compliance, strategy formation, back-office services and family finance. One of the unique offerings is a platform for high-net-worth families that is called Virtual Family Office. This offering facilitates the benefits of a single-family office without the high cost of creating and managing one.

“We view this integration as a step forward in our evolution and truly believe it will broaden and deepen our offerings with greater resources, such as tax specialty services and IT solutions. We remain committed to providing an excellent client experience as well as the confidentiality and security our clients entrust in us,” said Renda Burkhart, President of Burkhart & Co. “DHG’s future focus, technical knowledge and commitment to client service are among the reasons why we look forward to joining forces. We also see great opportunities for enhanced career growth and development for our valued team members.”

About Dixon Hughes Goodman LLP

Ranking among the top 20 in the nation, DHG is a leading professional services firm offering assurance, tax and advisory services for clients in all 50 states and internationally. Our strength lies in the integration of our technical knowledge, industry intelligence and future focused approach. Together, these principles drive our purpose: to help clients achieve goals today and tomorrow.

With more than 2,000 professionals across the United States and in the United Kingdom, DHG is passionate about delivering superior client experiences though our service commitment: Be Responsive, Take Action, and Add Value. We listen, collaborate and innovate to support and enrich our clients and the communities they serve.

About Burkhart & Company

Burkhart & Company, P. C. was established in 1982 and is composed of highly qualified, proven professionals committed to superior client service and technical competence. The firm has differentiated itself by passionately serving the needs of enterprising individuals and has successfully built a family office niche. We pride ourselves on our comprehensive, lasting relationships by providing tailored services to meet needs occurring at every life cycle.

Burkhart & Company serves a growing number of families who are creating wealth or have harvested or inherited wealth. The firm delivers customized premier service offerings to single family offices, closely held businesses and their owners, and high-net-worth individuals.

ABOUT THE AUTHORS

Matt Snow
Chief Executive Officer
Matt.Snow@dhg.com
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