Private Accounting

Dinero Experts is committed to help families build, manage and protect their wealth. We provide a comprehensive suite of private accounting services, advice, and technical support to high-net-worth individuals and family offices of all sizes.

Our Private Accounting and Family Wealth Management Services include:

  • Investment Accounting, including tracking, reconciling and accounting significant or complex investment activities
  • Individual federal and state income tax preparation, compliance and planning
  • Family business tax preparation and planning
  • Trust, gift, estate, and family foundation compliance and planning
  • Preparation of financial statements, budgets and cash flow projections
  • Coordination of multigenerational family goals
  • Record retention and document management
  • Advising upon investment opportunities based on yield and other factors
  • Development and maintenance of legacy estate plans, handling unique accounting and reporting issues related to family partnerships, foundations and charitable entities, hedge funds, construction projects and closely held businesses