DeVito & Co., LLC
Helping Families Enhance and Preserve Their Wealth
Over time, a successful business may have generated significant family wealth, enabling its members to accumulate assets that ensure their immediate and future generations' financial security. Every family that has owned a business or that has substantial investment assets appreciates the importance of a hands-on, service-oriented approach.
At DeVito & Co., LLC, we take pride in our ability to help families like yours achieve their financial objectives and enhance the wealth they have created, all the while preserving their family's legacy and perpetuating the core values they hold most dear.
We understand that our clients deserve partner-level attention, and we respond to their demands with a focus on integrity, consistent reliability, responsiveness, and a commitment to technical excellence.
Our objective is to help families identify and achieve their short and long-term goals based on the distinctive dynamics that support their strategic vision and mission as a family.
We offer the following range of services:
- Asset management and investment monitoring
- Business consulting and management
- Estate and succession planning
- Financial management, planning, and reporting
- Insurance analysis and risk management
- Real estate consulting and implementation
- Tax planning
- Trust planning and compliance services
