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At DGC, we work with you as a partner and key member of your advisory team and
collaborate with investment managers, lawyers, insurance professionals and others
on your advisory team.
Our clients include executive teams of Fortune 500 companies, owners of closely held
businesses, successful individuals, family office investment managers and bank trust
departments with individual and family client wealth ranging from five million to over
one billion in net worth. We provide creative, technical expertise in the following areas:
- Income tax planning and consulting for executives and families
- Equity based compensation arrangements, including stock option planning
- Compensation and benefits planning
- Estate and gift tax planning and consulting
- Family trusts
- Passive activity loss analysis
- Retirement distribution designs
- International tax planning and consulting
- Alternative minimum tax consulting
- Charitable and philanthropic tax planning strategies
- Family limited partnerships
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