HIGH-NET-WORTH INDIVIDUALS

THE POWER OF PLANNING
Whether you are a business owner or executive, athlete or entertainer, physician or attorney, high-net-worth family member, or even retired; as a high-income earner or high-net-worth individual, you need expert guidance regarding financial planning and taxation. At DHA, we help individuals plan their stock option and compensation strategies, protect their assets, accumulate wealth, plan for life events, and minimize taxes. We work with you as a tax advisor and consultant and collaborate with investment managers, lawyers, and others on your advisory team, ensuring a comprehensive financial strategy.
Specialized services for our High-Net-Worth Individual clients include:
- Expert advice for professionals regarding employer benefits, stock options, restricted stock, and deferred compensation
- Residency planning focused on potential tax consequences and requirements
Strategizing for life changes such as divorce, college, or retirement
Retirement planning designed to maximize income through allocation of assets between taxable, tax-free, and tax-deferred accounts
Customized multi-year plan designed to fit your goals and priorities by balancing tax liability, net worth, and cash flow
Effective estate, trust, and gift planning which ensures the orderly transfer of assets to your beneficiaries while minimizing overall tax liability