Private Client Services

you-centric services

Recognizing that Privately Owned Businesses are the backbone of our economy DHG offers audit, tax and advisory services designed for every stage of a company’s lifecycle. Our professionals have extensive experience working with clients to build, manage and protect their wealth that is generated from an array of different focuses.

Private Client Services focuses on the combination of the entities and the individual recognizing the ultimate goal of personal wealth. Our integration of services takes our comprehensive understanding of your needs and how they evolve over time as the business grows and evolves and the individual plans for wealth accumulation and transfer. This integrated approach is one that is proactive, anticipating events instead of reacting to them all the while look for ways to mitigate risk, minimize tax exposure and build wealth.

Services

  • Tax Planning and Compliance
    A more proactive approach to your business assets, personal assets and wealth management goals.
  • Accounting Services and Solutions
    Accounting systems, books and records, tax and financial statement preparation and support of your in-house team.
  • Business Strategy, Management and Planning
    For the exit values that support your lifestyle in retirement.
  • Wealth Management and Financial Planning
    Fee-only investment services that eliminate conflicts and serve your interests alone.
  • Retirement Planning
    To help maintain an existing lifestyle for an indeterminate number of years.
  • Estate, Gift and Trust Services
    A comprehensive approach for your family, charitable trusts and foundations, probate and taxes.

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