Families in Transition
The firm was founded to guide families and family businesses toward their financial goals. Practically, that means we step in to calculate your retirement nest egg, build a sensible investment portfolio, collaborate with your professional network, or deliver on any of your other financial needs. Instead of spending time on the weekends focused on your personal finances, we free you up to devote more time to your grandkids, coach the little league team, take an extra family vacation, or work on building your family business.
Families with Businesses
DCC takes special interest in helping clients navigate the unique complexities of family businesses. Having worked with family in businesses all our life, we know engaging professionally with those you love may be the most rewarding achievement possible in business. We also know it can present distinct challenges. We help families achieve success with their entities by consulting on the financial aspects and working through the complexity – allowing you more time to think strategically, refine your craft, or grow the business.