How our team helps you

At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest. Guided by our mission to help clients thrive, we offer services including:

Wealth Management & Investment Strategies
  • Family office services
  • Customized wealth planning tailored to individual goals
  • Asset protection strategies
  • Absolute return investment strategies
  • Philanthropic planning and charitable giving
  • Family governance and legacy planning
  • Heir education and financial literacy programs
  • Multi-generational wealth transfer and estate preservation strategies
  • Withdrawal and distribution planning
  • Strategies for concentrated equity holdings
  • Alternative investment opportunities
Estate Planning Services & Charitable Giving
  • Customized estate planning services for complex family dynamics
  • Advanced trust and estate planning services
  • Dynasty trust planning services
  • Multi-jurisdictional estate planning solutions
  • Private trust services and administration
  • Charitable giving strategies, including donor-advised funds
  • Special needs planning
Retirement & Business Owner Planning
  • Business owner solutions and succession planning
  • Pre-liquidity planning for business transitions
  • Exit strategies for business owners
  • Employer-sponsored retirement and deferred compensation plans
  • Self-employed retirement solutions
  • Business valuation strategies
  • Retirement income planning and goal setting
  • Social Security and Medicare guidance
  • Pension distribution planning
  • IRA contributions, conversions, and tax-efficient rollovers
  • Tax-efficient retirement account strategies
  • IRA charitable gifting tax strategies
  • Required Minimum Distributions (RMDs) and withdrawal optimization
Cash Flow & Liquidity Management
  • Income and cash flow planning
  • Goal planning
  • Debt management and lending solutions 
  • Loan structuring and strategic financing 
  • Lines of credit and liquidity strategies
  • Securities-based lending solutions
Tax Considerations
  • Tax-considerate strategies for families and businesses 
  • Portfolio allocation strategies to maximize tax efficiency
  • Optimization of deductions and credits
  • Deferred tax strategies
  • Capital gains tax minimization strategies
  • Carryforward loss and tax-loss harvesting opportunities
  • Multi-generational Roth IRA conversion strategies
  • Cost basis analysis and research 
Risk Management 
  • Cross-purchase and buy-sell agreements for business owners
  • Comprehensive insurance policy reviews
  • Life insurance planning and needs analysis 
  • Long-term care insurance solutions
  • Disability income protection strategies
  • Personal and professional liability insurance reviews
  • Prenuptial and postnuptial wealth planning
Legacy & Education Planning 
  • Strategic gifting and wealth transfer solutions
  • Education funding and tax-considerate college savings strategies 
  • Tax-free 529 College Savings Plans
  • Roth IRAs for minors 
  • UGMA/UTMA accounts and irrevocable trusts for generational wealth transfer 
Concierge Advisory Service
  • Coordinations with attorneys, accountants, M&A advisors, and other professional partners 
  • Regular strategy meetings to ensure seamless financial planning and execution 
  • Private health care review
  • Private aviation
  • Health insurance expert advice 
  • Travel and lifestyle services 

Contact us

We welcome you to experience the service and solutions offered by The Di Vito Consulting Group. Contact us today to set up a meeting.