"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the Treasury . . . over and over again, the courts have said there is nothing sinister in so arranging affairs so as to keep taxes as low as possible . . . nobody owes any public duty to pay more than the law demands."
– U.S. Supreme Court Justice, Learned Hand
Dynamic Affluence Group (DAG) is the firm for high net worth families and businesses who understand the extreme impact that taxes have on desired outcomes and goals. DAG was created to provide sophisticated clients with the most advanced tax mitigation and efficiency strategies possible, while simultaneously providing solutions to other non-tax issues. Everything we do is designed to preserve and create more wealth for our clients through innovative tax-efficiency structures and financial leverage concepts. Sophisticated business owners and investors understand that it's not what you make, it's what you keep, and subsequently what you are able to pass on to others (family, key employees, etc.).
DAG is an integrated team of experienced executive advanced planners, tax attorneys, CPA's, M&A advisors, and senior bankers. We've previously held executive positions at major Wall Street firms, CPA firms, law firms, and major multinational banks. Our clients have been, and continue to be, very affluent individuals, families and corporations in North America, Asia and Europe with net worth's ranging between $25MM and $600MM (USD). They are U.S. citizens as well as foreign nationals and have included major wealth advisory firms, top-tier banks, CPA firms, global non-profits, family foundations, family offices, and multinational insurance companies. We bring more than 200 years of combined experience to our work.