Our Work

Because Your Personal Life IS Business™

At Dietrich Partners, we know life’s biggest transitions are not just legal or financial — they are deeply personal. This is why our Private Services Group focuses on bringing order, clarity, and advocacy when you need it most.

We provide compassionate, confidential support for individuals navigating cohabitation, divorce, estate matters, or other major life changes. Our team organizes accounting records, traces assets, and translates complexity into a clear narrative aligning to your personal, financial, and legal realities.

We make an immediate impact by meeting you where you are, addressing the details that matter, and protect your best interests every step of the way.

Our Team

Our Expertise

We are not attorneys or investment managers. We are trusted financial advocates who untangle complexity, uncover the full financial picture, and give clients and their advisors the clarity they need to make confident decisions in life’s most challenging transitions.

Our expertise includes:

• Financial Analysis & Documentation
  • Compile accounting records.

  • Objective, defensible financial analysis to support litigation or mediation.

  • Preparation of net worth and net disposable income statements.

  • Transparent financial disclosure preparation and response to document requests.

• Asset Tracing & Investigation

  • Tracing and categorization of separate vs. marital assets (opening balance sheet forward).

  • Discovery and investigation of complex or concealed financial activity.

  • Comprehensive inventory of assets, liabilities, trusts, and property.

• Narrative & Advocacy

  • Drafting and tracking a financial and lifestyle narrative.

  • Coordinating input from experts (valuation, estate, tax, data forensics).

  • Supporting vocational analysis.

• Settlement & Resolution Support

  • Assisting in distribution of final settlements, estate distributions, or permanent orders.

  • Providing accurate, complete financial documentation to support resolution.