Trusts & Estate
Protecting you and yours starts with a powerful plan
With thorough planning and knowledgeable execution, wealth can be preserved for many generations to come. At DAI, we listen to our clients and learn about what is important to them—their lifestyle, family and ideals–so we can build a long-term plan that meets their unique and changing needs. We collaborate with our clients’ other trusted partners including lawyers and accountants serving as our client’s advocate and working to ensure their wealth is protected, taxes are minimized, appropriate relationships and documents are in place and that their assets have the opportunity to continue to grow. All of this can lead to financial peace of mind.
DAI Wealth Management Services for Trusts and Estate include:
- Wealth Transfer
- Custom Trust Solutions
- Estate Planning & Services
- Tax Strategies