Because Your Personal Life IS Business™
Complete Financial Clarity for Life’s Most Complex Moments
High-net-worth families face a level of complexity few people are prepared for. Financial, legal, operational and emotional realities intersect, requiring a disciplined understanding that adapts as life evolves and protects outcomes, legacy and reputation.
Financial Architect Services
Managing significant wealth and lifestyle can be overwhelming – especially when responsibilities in a family are split and there is no governance or regular communication reinforcing the position and desires of the family. Further, having multiple advisors (wealth, lawyers, valuation, tax, etc.) is important, however in most cases the information is received in a silo and not incorporated into a larger life and financial blueprint.
Dietrich PSG’s Financial Architect Service and deliverable documents the clarity and foresight necessary to coordinate with advisors, blueprint a holistic design of all holdings and legacy wishes, supports a governance structure, and assists in the stewardship of communication throughout the family to ensure life and estate desires are understood, funded and met. Essentially, this robust document provides families with a complete framework of their life and financial position currently, as well as provides the ability to make informed decisions as life moves forward.
We transform the complex into clarity, control, and peace of mind.
Life & Divorce Navigation
For more than a decade, Dietrich has guided organizations through their most complex transitions. What we have learned in the boardroom applies – often more intensely – when high-net-worth families face personal transitions: cohabitation, divorce, succession, or the loss of a spouse. Those moments don’t just create stress; they create financial exposure, reputational risk, and the discovery of material blind spots. Decisions get made under pressure, with incomplete data, and wealth and legacy suffer.
But there is a bigger truth: even without a crisis, every HNW couple benefits from building a rigorous, defensible financial narrative, one source of truth that aligns legal, tax, and investment strategy. Our job is to separate fact from emotion and create credible, transparent data clients can rely upon and use to bring life forward after transition.
Dietrich PSG brings structure and clarity to these moments.
About Us
Founded by Celia Dietrich, Dietrich Private Services Group provides financial advocacy and forensic accounting services to support high-net-worth individuals and coordinate with the advisors who serve them. Our team of advisors and forensic accountants create the most comprehensive and accurate portrait of our clients’ wealth, empowering them and their teams to make informed, confident decisions during life’s most significant transitions.
Celia has spent more than 25 years as a leader in global professional services and consulting firms, after beginning her career as an estate and tax paralegal. An MBA, State of Colorado-Certified Public Accountant (inactive and in good standing), seasoned board member and active philanthropist, Celia is well-positioned to understand the nuances and complexities of navigating life and wealth. Her own experiences inspired her to start managing her personal wealth in the same manner she would a business.
From that spark, she developed the suite of processes and services that allow the Dietrich PSG team to bring the financial discipline of accountants and business leaders into the context of life as a high-net-worth individual.
Dietrich Private Services Group (Dietrich PSG) brings the rigor of corporate advisory to the deeply personal world of family finance. We connect the dots across every dimension of your financial life to create a single, defensible narrative supporting proactive planning, reducing blind spots and provides stability, perspective and direction as circumstances shift.
A Clear Financial Foundation for a Life in Motion
A clean, defensible foundation, designed to be refreshed over time, capturing the full reality of your life and wealth, including:
- Assets and liabilities
- Trusts, entities and ownership structures
- Lifestyle analysis and cash flow
- Business interests and operating activity
- Insurance coverage and risk considerations
- Reporting dashboards and governance guidance
- Scenario planning for life events, such as sale, relocation, cohabitation, separation, succession or death
This baseline becomes the single source of truth you, your family and your full advisory bench can rely on to adopt and adapt as changes in circumstances, relationships and priorities evolve.
What We Create: A Comprehensive Foundational Plan
Clarity. Stability. Navigation in High-Stakes Transitions
What We Do
- Objective financial analysis for litigation or mediation
- Net-worth, income and lifestyle summaries
- Organized, transparent financial disclosures
- Tracing of marital versus separate assets
- Investigation of complex or concealed financial activity
- Development of clear lifestyle and financial narratives
- Coordination with valuation, forensic, tax and vocational experts
- Support with settlement tracking and distribution
We separate fact from emotion and establish the financial foundation needed to move forward with confidence.
CELIA DIETRICH
Managing Principal & Founder
We are not attorneys or wealth managers. We are financial advocates and forensic accounting specialists who create credible, complete, defensible financial clarity.
Our work includes: