Wealth Planning

A LASTING LEGACY IS BUILT ON A STRONG, SHARED VISION

At DAI, we strive to help our clients transfer not only their wealth to the next generation but also their values. We work with families to develop of a culture of open communication, respect and purpose. Through our Wealth Planning services, our clients identify and solidify their vision, mission and goals as well as the benefit that working together as a family to preserve their wealth. With DAI’s focused planning and counsel, families are able to establish, sustain and share a lasting legacy.

DAI Wealth Management Services for Wealth Planning include:

• Financial Planning
• Family Education and Governance
• Wealth Transfer and Tax Strategies
• Philanthropy