High Net-Worth

Drawing on decades of experience serving the affluent, Dembo Jones provides specialized professional services to high net-worth individuals, including multi-generational planning.

Our knowledge of best practices in all areas affecting the wealthy ensures that our high net-worth clientele receive a customized strategy that best reflects their specific lifestyle and wealth-management goals.

Our High Net-Worth Services team serves as your tax advisors and business consultants. We coordinate with a host of experts in specialty areas, such as investment advisors, lawyers, and insurance and other specialty consultants to continually evaluate how new developments may affect you. We work with our strategic partners to keep a steady flow of state-of-the-art opportunities, practices and ideas in our communications pipeline.

Our clients include owners of closely-held businesses, executives, professionals, and families planning for multi-generational wealth.

Dembo Jones clients enjoy continuity and a solid, integrated process, while at the same time benefiting from the cutting edge tools and opportunities available to the entire team.

Our comprehensive services include:

  • Sophisticated tax planning and ongoing compliance
  • Wealth transfer strategies
  • Equity based compensation arrangements, including stock option planning
  • Estate and gift tax planning
  • Business succession planning
  • Retirement Distribution planning
  • Insurance evaluation
  • Passive Activity loss analysis
  • Alternative minimum tax consulting
  • Asset allocation and investment oversight
  • Family Trusts
  • Trust administration and planning
  • Philanthropic giving planning
  • Deferred compensation and retirement programs
  • Document retention and technology systems
  • Bill paying, budgeting and cash flow analysis
  • Asset protection planning