About us

Where are our investments? What is our investment strategy? Who are the beneficiaries? What does each one get, and when? Are the beneficiaries prepared to receive their inheritance responsibly? How do I address all the questions and issues (and complaints) from the family members? What about charitable contributions? Do we have sufficient resources for everything? What about taxes? Who are all our professional advisors including, lawyers, accountants, money managers, etc.?

Typically, the next financial captain is a spouse or adult child(ren). As smart and capable as they are, it is hard to foresee the breadth of issues and emotions that arise around family and finances. Preparing this individual for their role is essential to their success. Delante Systems serves as a trusted (and confidential) partner to help navigate the sensitive topics of money, wealth, budgets, entitlement, and responsibility.