DiSanto, Priest, Bentley offer family-biz services

Two affiliates of Warwick-based financial consulting firm the Bentley Group will now offer family-office services on topics such as wealth preservation, estate management and beneficiary care, the firm announced Oct. 31.
In the past, DiSanto, Priest & Co. has specialized in in managing taxes, accounts and personal finances. Bentley Wealth Advisors has provided companies and individuals with wealth management services like retirement income planning and investment services. Both companies are also based in Warwick.
Bill Pirolli, a partner at DiSanto Priest & Co, said the new offerings will complement existing services at both firms and will go further than the wealth management offered at Bentley Wealth Advisors. New services will give clients the option to have the firms directly involved in matters like personal bill pay and property management, he said.
The new family office services may apply particularly to trust fund executors and recipients, multi-generational families, families separated geographically, and individuals who may be too busy to deal with financial affairs.

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