Family Wealth, Estate & Trust

As someone who’s worked hard to secure your financial future, it’s important to you that your money is managed wisely both today and into the future. You want your family to be taken care of and any business ventures to be on solid ground. The accounting team at Dent Moses is here to ensure you have everything you need to accomplish these goals.

We’ve worked with a multitude of families and their businesses to create plans that will support and enhance their personal and professional objectives and dreams. There is no one-size-fits-all approach to our advice or our services. We want to be your trusted advisor and will sit down with you to create a plan customized to your personal life circumstances. We are dedicated to providing tax-saving strategies along with the necessary guidance to ensure the future financial security of our clients and their families and preserve wealth for future generations.

Our team has a thorough knowledge of tax elections, credits and deductions available for any given circumstance and a keen understanding of how the latest updates in laws and regulations will impact both family-owned businesses and the individuals who own them. Additionally, we have a considerable network of connections to assist with decisions regarding banking, legal matters and anything else your situation may dictate, so that every aspect of your estate is attended to by top professionals.

Family wealth estate and trust services provided by Dent Moses include but are not limited to:

  • Income tax return preparation
  • Estate and gift tax return preparation
  • Fiduciary income tax return preparation
  • Family income consulting
  • Business succession planning
  • Estate planning and advisory
  • Gifting planning and advisory
  • Fiduciary advisory and administration
  • Transfer of wealth planning and advisory
  • Transition and succession planning