Successful professionals, entrepreneurs, wealthy individuals and family offices have specialized needs from their accounting advisors. Not only do you need sophisticated financial guidance, you need an independent perspective and the comfort of knowing that your advisor has your best interests in mind at all times.
The professionals at DP&C excel at serving high net worth individuals with the services they need to effectively manage and grow their wealth. Whether this means bringing your existing advisor team together and creating an effective plan or making a referral to complete your team and execute certain components of your plan, you will experience the difference in our approach.
Specialized services include:
- Gift and Estate Planning
- Succession Planning
- Insurance Review
- Family Business Services
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