Consolidated financial reporting
Bring agreed entity and household records into a clearer reporting framework. Reconcile information from your existing providers and identify gaps that need follow-up.
DFG Private Client & Family Office
DFG Private Client & Family Office
Tax planning & private-client coordination.
Private-client accounting, tax planning and advisor coordination for families. DFG does not provide investment management or legal services.
01 / The perspective
Your numbers, in context.
A family’s financial life often spans businesses, property, trusts and multiple advisors. DFG supports the accounting, tax and reporting that help bring those relationships into focus. Our role is coordination and financial administration—not managing investments or selecting securities.
Who this is for
Founders, executives and families seeking coordinated accounting and tax support across personal, business and family responsibilities.
02 / Areas of support
What we can work through together.
Family tax coordination
Coordinate tax information across family members and entities within the engagement. Review how business ownership, income sources and significant transactions interact.
Household financial administration
Support household accounting, bill-pay processes and payroll coordination where agreed. Access, approvals and responsibilities must be established before handling financial administration.
Investment & legal advisor coordination
Work alongside your independent investment advisors and attorneys on information sharing and tax-related questions. They remain responsible for investment recommendations, portfolio management and legal advice.
DFG does not provide regulated investment management or legal services. Investment and legal work remain with your independently engaged licensed professionals.
03 / The engagement
A thoughtful start.
A defined scope.
01
Map the relationships
Understand the entities, family priorities and professionals already involved.
02
Define the boundaries
Agree on reporting, tax work, permissions and each advisor’s responsibilities.
03
Coordinate the details
Maintain agreed reporting and prepare for conversations around major life or ownership changes.
04 / Before we meet
Useful starting points.
- Summary of family and business entities
- Prior-year tax returns
- Existing financial reports
- Contact details for advisors you authorize us to coordinate with
Do not upload sensitive documents to the public inquiry form. Arrange document sharing directly with the DFG team.
Common questions
Does DFG manage investments?
No. DFG does not provide investment management, securities recommendations or portfolio allocation advice. This page describes private-client accounting, tax planning and coordination with your independent investment professionals.
Can DFG prepare my estate plan?
Legal documents and estate-planning legal advice must come from your attorney. DFG can support accounting, tax information and coordination within an agreed engagement.
Do I need to change my existing advisors?
No. The coordination model is designed to work alongside your existing professionals, with your permission and clearly defined responsibilities.