Honoring your past. Managing your present. Building your future.
DCA works with a select group of ultra-high-net-worth families, family offices and other tax-sensitive investors who are looking to minimize existing tax liabilities, optimize after-tax returns, and enhance long term wealth creation.
Clients are carefully and thoughtfully vetted to ensure that DCA’s strategies are well aligned with our clients’ inherent priorities.
Our internally developed and proprietary Tax Benefit HarvestingTM methodology is designed to deliver outsized after-tax returns without taking on incremental risk, delivering true Tax Alpha.
We are not currently accepting new clients, but plan to start accepting new clients in Spring 2026. If interested in starting a discussion, please let us know by providing a CONFIDENTIAL INQUIRY MEMO below.