As the year winds down, life tends to get a little quieter. The holidays have a way of slowing the pace just enough for you to look around, take a breath, and think about the bigger picture. And if you’re like many of the successful individuals and families we work with, the question that often surfaces around this time of year isn’t about markets, taxes, or even next year’s goals. It’s something more personal: What am I genuinely leaving behind? When most people hear the word “legacy,” their...

As the season of gratitude unfolds, many of us naturally turn inward, reflecting on what we value most and the legacy we hope to leave behind. For high-net-worth individuals and families, this time of year offers more than just a chance to celebrate; it also presents an opportunity to step back and ask: Am I building a legacy that reflects what truly matters? At DPH Financial , legacy planning isn’t just about financial transfer. It’s about intention, protection, and impact. From...

As the year winds down, October offers a valuable window of opportunity. It’s officially Financial Planning Month , a timely reminder to review your financial picture, make adjustments where needed, and ensure you’re on track to meet your long-term goals. For high-net-worth individuals, business owners, and families with complex financial needs, this time of year isn’t just about checking boxes. It’s about making intentional decisions that support the life you’ve built and the legacy you’re...