Diamond Wealth Strategies works collaboratively with our client's existing advisor network such as estate attorneys, CPA's, trustees and financial planners. Too often they work in silos not completely aware of the other advisors input and work.

Our goal is to find undiscovered problems and missed opportunities to help meet our client's goals and objectives. Our team's lengthy experience has shown the key client issues are centered around:

  • Asset control versus ownership
  • Asset protection for the client and heirs
  • Tax reduction
  • Personal non-economic values for heirs
  • Charitable desires

We work with clients to review estate and gift tax planning objectives in consideration of the family's goals. In doing so, we identify strategies that may minimize transfer taxes such as gift, estate, and generation skipping taxes while meeting the family's planning objectives.

We develop strategies that respond to the complex wealth and estate planning challenges of ultra-affluent families. We offer our best ideas to a select group of clients, typically in response to specific planning needs which may include transactional planning and structuring, sophisticated inter-generational wealth transfer considerations, wealth preservation, asset protection and distribution strategies and family gifting strategies. Our team works closely with a client's existing advisor network to understand the nature of their assets, estate plan and objectives in a comprehensive manner.

Lastly, we are able to offer authentic, clear communication which allows true understanding and removes fear from spouses when they are not involved on a regular basis. If we cannot make a significant difference to our clients, we will not take an engagement.