PRIVATE CLIENT 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.

KNOWLEDGE SHARE

Publication
Top Planning Considerations for Required Minimum Distributions in 2020
Alert
FASB Finalizes Effective Date Delays for Major Accounting Standards
Publication
FASB Meets to Discuss Comments on Effective Date Extensions

SERVICES

  • Business and individual tax planning
  • Tax compliance
  • Funding strategies for trusts and foundations
  • Generational wealth and gifting strategies
  • Business succession and exit planning
  • Tax-efficient, low-cost, globally-diversified portfolios
  • Executive/employee compensation and benefits planning
  • Tailored Services for cash management, municipal bond strategies, private equity, opportunity zones, etc.
  • Registered Investment Advisors (RIA)
  • Personalized strategic life planning:
    • Education
    • Cash flow
    • Estate
    • Retirement
  • Funding strategies through placement of life, disability and long-term care insurance for:
    • Buy-sell agreements and key-person protection
    • Estate tax and legacy planning
    • Personal planning and protection
  • Supplemental retirement offerings for key executives and high-income clients
  • Analysis of existing policies and coverage
  • Annuity analysis and placement
  • Ownership succession, buy-side and sell-side consulting
  • Ownership dispute, trust/estate dispute and divorce
  • Litigation support, fraud risk management and investigations
  • Buy-sell and shareholder agreements
  • Income, estate and gift tax compliance and planning
  • Stock option and equity compensation support
  • Business transition and succession planning
  • Managing capital raises (including senior and mezzanine capital)
  • Reviewing strategic alternatives for your business
  • Executing transition plans, including management buy-outs and ESOPs