Barry is a partner in DB Family Office Services and was the founder of Madison Family Office Services LLC. In January 2016, the offices merged and the result is more than thirty years of experience with large and midsized firms. DB Family Office Services works with high net worth individuals and families as well as their businesses with a focus on satisfying planning and asset preservation needs. The goal is to not only plan for the financial assets, but also the intellectual and human ones.
Barry has extensive experience in tax planning for corporations, individuals, estates and trusts. He is also a partner at Daszkal Bolton LLP, a leading regional public accounting firm, where he serves in advisory capacity to professionals of the firm on estate, succession and retirement planning issues as well as business structuring. His involvement both as a volunteer and professional with not-for-profit entities has given him the ability to be a resource for charitable giving planning.
Previously, Barry served as a managing director and director of tax and advisory services with a national accounting firm where he concentrated on private wealth and was a member of the national committee. Barry also served as the Southern Regional Managing Director of Private Wealth Tax and Advisory Services, a division of American Express Tax and Business Services (TBS).