Generational Wealth Planning

planning that 
solidifies your 
achievements

As our clients work hard to generate success and wealth, it is important that they look beyond their future and make plans accordingly so that their achievements remain in good hands. Though planning for the future and eventual inheritors can be complex and uncomfortable to face, wealth planning benefits are much greater if matters are confronted and handled sooner rather than later. Our Generational Wealth Planning team offers comprehensive services to help ensure that clients take advantage of wealth management-related opportunities.

Our clients face significant tax liabilities and difficult decisions on how to structure the transfer of family wealth to the next generation. We deliver potential solutions to these challenges. With three very thorough and client-specific phases, our Generational Wealth Planning team provides superior service that is tailored to the dynamic needs of our clients.

  • Estate Planning
  • Trust Planning
  • Gift Planning
  • Tax Planning with Insurance Trusts
  • Overall Wealth Asset Transfer Strategies
  • Business Valuation
  • Succession Planning
Publications Publications
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Transfers to Trust: Minimize Your Tax Exposure and P...
The estate tax environment is one of volatility, particularly for high net worth individuals. Apart from the issues that stem from general income tax
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Alerts Alerts
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Treasury Proposed Regs Will Affect Your Estate Plan...
The long expected proposed regulations concerning the valuation of interests in corporations, LLC's, partnerships and other entities and arrangements for
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Case Studies Case Studies
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DHG TV DHG TV
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Estate Planning
"We get a true understanding of how our client's assets are structured and where they are going to end up."
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Our in-depth knowledge of estate and tax law dynamics affirms us as our clients’ trusted advisor and positions us to maintain the “quarterback” status needed to move most 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.

Industry Issues



Services In Focus
Alerts, News
& Publications


IRS Offers Tax Relief for Victims of Hurricane Florence

The Internal Revenue Service (IRS) announced on September 15 that Hurricane...
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DHG Receives “Best of the Best” Recognition from INS...

Charlotte, N.C., August 20, 2018 -...
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SEC Amends Smaller Reporting Company Thresholds

On June 28, 2018, the SEC voted to increase the...
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Case Studies