High net worth individuals are typically defined as having investable assets in excess of one million dollars. But what good is wealth if it winds up needlessly complicating your life?

DDK offers a comprehensive suite of finance, accounting, tax and family office services all under one roof. We will help you develop and execute a thorough wealth management plan that includes both where to allocate your assets and how to protect yourself against risks and liabilities.

We know that a particular concern of any high net worth individual or family is estate and trust planning. Our staff excels in devising wealth transfer strategies and designing trust distribution systems. We are especially knowledgeable about changes in regulations that have the potential to benefit individuals and families with substantial assets and incomes. We will help you plan your affairs to minimize your taxes, handle all the details of return preparation and ensure youre prepared in the event of an audit.