Leverage the power of our network
One Touch Access to a World Class Network of Best-of-Class Resources and Specialists Who Support Multi-Billion Dollar Family Offices
A COMPREHENSIVE VIRTUAL FAMILY OFFICE SYSTEM, DESIGNED TO CATER, MANAGE AND PLAN YOUR BUSINESS AND WEALTH FOR YOU
Are you a successful, discerning business owner looking for a more personal relationship with your team of advisors?
By using a platform that allows you to connect with multiple advisors, you can streamline operations, maximize efficiency, and produce the most creative and effective solutions for your unique needs.
We offer customized portfolio management services, ensuring that your financial risk is reduced, and wealth transfer plans are in one place. Our goal is to help you achieve the most out of your resources.
Our tax preparation and planning services are full-service, with access to over 150 tax strategies. Our planners help clients eliminate stress and find peace of mind by developing solutions customized to each of your needs.
Advance income tax mitigation strategies and concepts of wealth transfer planning add value by ensuring you understand all your options. Above all else you privacy is paramount, our team is comprised of professionals who specialize in handling your confidential information.
Check our large portfolio of options for you to choose from, backed up by our leading partners
Financial Risk Reduction
Alternative Investments
Via Exclusive Private
Family Office Network
Family Office Network
Advanced Income Tax
Mitigation Strategies
Advanced Cost
Reduction Strategies
Advanced Wealth
Transfer Planning
Exit Strategy Concepts
Liquidity Event Planning
Risk Management, Insurance & Consulting Services
Cyber Security
Risk Mitigation
Financial Risk Reduction
Alternative Investments Via Exclusive Private Family Office Network
Family Office Network
Advanced Income Tax
Mitigation Strategies
Advanced Wealth
Transfer Planning
Advanced Cost
Reduction Strategies
Exit Strategy Concepts
Liquidity Event Planning
Risk Management, Insurance & Consulting Services
Cyber Security
Risk Mitigation
Our Partners Section
Family Governance
Risk and Cost
Mitigation
Strategic Relationships
Management
Income and Estate
Tax Mitigation
Charity & Philanthropy
Alternative Investments
- Family council and assemblies
- Board structures
- Comprehensive cost audit system
- Reporting mechanisms feedback protocol
- Asset protection strategies
- Cyber-security risk reduction
- Estate Planning
- Private Insurance
- Premium Finance
- Term life insurance
- Whole life insurance
- Universal life insurance
- Variable life insurance
- Final expense insurance
- Cost remediation
- Specialized legal services
- Real time accounting
- International relocation
- Digital Marketing Management
- Payroll Services
- Property & Casuality
- Private PPO Health, Dental & Vision Insurance
- Lending & Funding Services
- Business Valuations & Consulting
- Trust & corporate services
- Captives
- ESOPs
- Proactive liquidity event planning
- Fact pattern analytics
- Over 150 advanced tax strategies
- Tax Credits such as R&D, ERC, WOTC, 179D etc.
- Foundations
- Gift and giving strategies
- Charitable structures
- Investment banking
- Private deal network
- Wealth preservation and enhancement
- Strategic portfolio management
- Private equity & hedge funds
- Wealth transfer strategies
- Succession planning
- Real estate management
Family Governance
- Family council and assemblies
- Board structures
- Comprehensive cost audit system
- Reporting mechanisms feedback protocol
Risk and Cost
Mitigation
- Asset protection strategies
- Cyber-security risk reduction
- Estate Planning
- Private Insurance
- Premium Finance
- Term life insurance
- Whole life insurance
- Universal life insurance
- Variable life insurance
- Final expense insurance
- Cost remediation
Strategic Relationships
Management
- Specialized legal services
- Real time accounting
- International relocation
- Digital Marketing Management
- Payroll Services
- Property & Casuality
- Private PPO Health, Dental & Vision Insurance
- Lending & Funding Services
- Business Valuations & Consulting
Income and Estate
Tax Mitigation
- Trust & corporate services
- Captives
- ESOPs
- Proactive liquidity event planning
- Fact pattern analytics
- Over 150 advanced tax strategies
- Tax Credits such as R&D, ERC, WOTC, 179D etc.
Charity & Philanthropy
- Foundations
- Gift and giving strategies
- Charitable structures
Alternative Investments
- Investment banking
- Private deal network
- Wealth preservation and enhancement
- Strategic portfolio management
- Private equity & hedge funds
- Wealth transfer strategies
- Succession planning
- Real estate management
WHO ARE WE?
Chase D. Morris
Managing Partner
As Cofounder & Managing Partner at DS Consultants, Chase has succeeded in bringing together his experience, strengths, and entrepreneurial spirit in a career that fulfills his desire to help others! With his background in finance, customer service, cross-functional teams, charitable giving and problem-solving. Chase knows how to leverage the team of experts at DS Consultants to bring clarity and perspective to Business Owners. In order to help them identify and prioritize their business & personal goals, as well as implement tailored solutions to achieve those goals.