DSK Tax Consulting & Arrowroot Family Office
DKS TAX & CONSULTING is now offering access to holistic wealth management services through our partnership with Arrowroot Family Office.
What is a family office & what are the benefits!
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives of some of the wealthiest families in the world. DSK Tax Consulting & Arrowroot Family Office strategic partnership was designed with the goal of providing holistic wealth management regardless of the size of a client’s net worth. With a deep belief in the transformative power of technology, the principals and staff of Arrowroot leverage its cutting-edge technology suite to provide the highest level of service, transparency, and value to its clients.
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives of some of the wealthiest families in the world. DSK Tax Consulting & Arrowroot Family Office strategic partnership was designed with the goal of providing holistic wealth management regardless of the size of a client’s net worth. With a deep belief in the transformative power of technology, the principals and staff of Arrowroot leverage its cutting-edge technology suite to provide the highest level of service, transparency, and value to its clients.
Corporate Retirement Planning
Let us at DKS TAX & CONSULTING and Arrowroot Family Office help you set up and run your corporate retirement plan in a user-friendly and cost-effective manner.
Investment Management
Let us at DKS TAX & CONSULTING and Arrowroot Family Office assist you in optimizing the returns and minimizing the risks on your investments and portfolio through calculated portfolio diversification.
Financial Planning
Let us at DKS TAX & CONSULTING and Arrowroot Family Office provide access to holistic financial planning services that allow us to sort out your financial decisions and ensure that you are secure and confident with your finances.
Estate Planning
Let us at DKS TAX & CONSULTING and Arrowroot Family Office provide Estate Planning services that are simple and effective, allowing you to live in peace knowing that everything will be taken care of for you.
Financial Education
DKS TAX & CONSULTING and Arrowroot Family Office recognize the importance of college education but understand that the financial burden can be difficult for some families. Let us help you set up a college savings plan and strategy.
Take A Holistic Approach To Your Finances
OTHER SERVICES
Taxes are inescapable but handling tax issues does not have to keep you up at night. Rest easy knowing that you have a dedicated team on your side.
Being aware of the cutting-edge information and understanding how it can benefit your business, could be the key to growth in these difficult times.
We can provide you with the information you need to understand the marketplace better and adapt to changing economic conditions.
Our yearly planning and budgeting option will aid you in taking a step back and seeing the big picture.