DKA's expertise in wealth transfer for high net worth families and individuals allows us to design multigenerational plans that perpetuate the family's priorities yet retain the flexibility necessary to respond to shifting financial and regulatory challenges sure to face future generations.

Our first priority is making sure our plan provides appropriate wealth for the current generation. Our Customized Insurance Audit™ identifies each client's likely lifetime needs so we may develop a plan that ensures those needs are met. We then focus on shifting wealth in a tax-efficient manner that is consistent with the family's priorities.

Effective philanthropy requires more than just periodic charitable donations. It is an integrated component of a family's comprehensive wealth management strategy.

By constructing and implementing a philanthropic strategy, a family is best able to maximize the value of its gifts. DKA has extensive experience working with families and their other trusted advisors to create appropriate philanthropic strategies such as charitable remainder trust, private foundations, and donor-advised funds. Each client's philanthropic strategy is created with careful consideration of the income tax and gift/estate tax implications.