You've worked hard to generate wealth and security, and safeguarding your estate planning goals is essential. This encompasses continued growth and protecting assets for your family. Answering questions about your children and other heirs can be complex and sometimes uncomfortable to face but become even more difficult if left unattended and without your input. DHG's Generational Wealth planning professionals offer comprehensive services to help you take advantage of wealth management-related opportunities so that you can have the peace of mind for the security of your future.


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  • Annual income tax return compliance
  • Financial statement audits, reviews and compilations
  • Internal accounting support
  • Income tax planning
  • Review of buy/sell agreements and funding options
  • Review of ownership structure
  • Strategic cash flow and financial planning and analysis
  • Business transaction and transfer planning and support with projections and modeling
  • Corporate finance advisory – mergers and acquisitions
  • Executive compensation and retirement benefit consulting
  • Retirement Plan Services (plan design, plan analysis, investment selection & monitoring)
  • Business valuation support
  • Key person life and disability insurance planning
  • Long-term cash flow and retirement planning
  • Portfolio and investment analysis
  • Planning for life transitions
  • Fee-only investment advisory services with a fiduciary standard of care
  • Bookkeeping services
  • Payment reminders
  • Facilitating Family meetings
  • Organization structure planning
  • Charitable planning
  • Document management
  • Document review and summary
  • Estate tax exposure analysis and illustration
  • Liquidity analysis
  • Gift and transfer planning
  • Modeling with planning
  • Review of asset structure
  • Life insurance assessment and analysis
  • Valuation support
  • Trustee and executor compliance support
  • Distribution equalization planning
  • Preparation of Crummey letters
  • Strategic tax planning
  • 706 preparation
  • Estate and fiduciary accounting


Our in-depth knowledge of estate and tax law dynamics affirms us as our clients’ trusted advisor and positions us to manage estate projects. DHG’s cohesive generational wealth planning team allows clients to experience value while knowing they have the benefit of a team of credentialed tax, insurance and wealth advisors.