Our Philosophy
For Clarity and COntrol
Our Group’s approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals and aspirations. This is complemented with an understanding of the prospect’s concerns and fears—i.e. “what keeps them up at night.”
90% Referral Clients
Accurate and honest
We also strive to ensure that the clients’ and their families’ wealth is sustainable. By providing estate and trust reviews, assisting families develop a mission statement, and promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle
Client Testimonials
The majority of our relationships are the result of referrals from our clients or other professional advisors. We consider these endorsements one of the most defining characteristics of our practice.
Jordan has provided me with a highly professional and personalized face to face right from our first meeting with my accountant. His recommendations have always been valued and appropriate, particularly when considered in the context of the turbulent investment markets. His solutions have put significantly more money from my corporate investments not only into my pocket tax effectively but helped create a fantastic tax efficient wealth transfer plan in place for my family for generations to come.
Both Gordon and Jordan have spent time with my wife and me discussing and advising us on longer term strategies to ensure a sensible approach to our retirement plans and corporate tax-exempt solutions that no accountant firm told us about, but quickly got on board after we all met. They are very approachable, listen to our requirements and respond quickly to any concerns or queries. We have trusted their advice for many years and would have no hesitation recommending them to other potential clients.
The advice and strategy I have received from this firm has been outstanding! My finances would not be what they are today without his invaluable advice and guidance. I highly recommend them to anyone looking to boost long term returns with no risk to my capital and looking to leave more to your family through tax sheltered growth and tax efficient solutions.
I have continued to find his personal, yet highly professional approach very reassuring at all times. He delivers clear and comprehensive guidance on a wide range of complicated estate planning issues with the utmost integrity, and nothing is ever too much trouble for him. I would be very pleased to recommend the Donsky’s to anyone who is looking for an exceptional advisory team.
Years of experience
Tax free growth
Of new clients are referrals
Guaranteed growth & asset protection
More together!
Contact Us
Our clients receive tailored professional advice from the very first stage and are provided with all the resources and expert help they need. If you’d like to learn how we can help you create, grow, and preserve your wealth, contact us today to schedule a call or an appointment. We appreciate your time and look forward to connecting with you.
