After-tax results are what really matter to you. Working closely with our affiliate firm, Delap CPA, we consider tax implications in everything we do.
The Delap Difference
We consolidate your business, finance, investment, and tax strategies into an integrated plan.
We’ll assign a family planner focused on the growth and preservation of your family’s wealth and legacy-building strategies.
We are “evidence-based” advisors. We don’t make decisions based on “hot” market trends.
We don’t engage in stock picking, market timing, or trying to select outperforming, actively managed mutual funds.
The evidence underlying our approach to investments is overwhelming and compelling. It’s endorsed by Nobel Laureates in Economics (Eugene Fama, Harry Markowitz, Paul Samuelson, Merton Miller, Daniel Kahneman, William Sharpe); investing legends like Warren Buffett and David Swensen, Chief Investment Officer, Yale University Endowment Fund; and hundreds of peer-reviewed articles published in prestigious financial journals.
We help execute transition strategies for your business, whether they involve succession planning, exit planning, or merger and acquisition issues.
Estate & Trust Planning
We work with your estate attorney to integrate financial, charitable, and non-financial goals with your legacy planning.