Don Delf leads Grant Thornton’s Private Wealth Services practice nationally. Delf has more than 30 years of experience managing the delivery of complex integrated financial services to high net worth private businesses and business owners. Services include sophisticated financial transactions, wealth transfer planning, charitable planning, perpetuity planning, life insurance analysis, asset protection, divorce-proofing and income tax planning.
For seven years, Delf was the global partner in charge of strategic client service delivery for high net worth owners and their closely held businesses at Arthur Andersen. He worked with clients whose minimum net worth was $100 million. Of 900 private client service employees, he was one of 17 partners on the National Specialty Team for Family Wealth Planning. Delf was previously managing director at a financial planning software company.
- Private wealth services
Professional qualifications and memberships
National Association of Securities Dealers-Financial Industry Regulatory Authority Licenses:
Series 7 General Securities; Series 3 Futures and Commodities; Series 65 Registered Investment Advisor; and Series 63 Uniform State Law.
MBA, Western Michigan University
BBA, Western Michigan University
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