By focusing our practice on business owners, entrepreneurs, corporate boards and not-for-profits, we are able to offer a specialized level of skill that targets specific “pain points” and needs. We have a network of collaborative partners to help us meet the requirements of providing complete white-glove service and guidance to this defined client base.
Financial planning
We develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.
Investment strategy & asset allocation
We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments, and reallocation of assets as appropriate.
Key advisor due diligence
We help you assess and vet CPAs, estate planning attorneys and other trusted advisors to help ensure fulfillment of your needs and alignment with your objectives.
Philanthropic strategies
Our team helps you establish private foundations, charitable funds and trusts, as well as plans to maximize your giving.
Portfolio construction & management
We build and manage a diversified, tax-efficient portfolio focused on minimizing risk while maximizing yield.
Portfolio reporting & analysis
We create both high-level and detailed client portfolio and investment performance reports.
Retirement planning
We design retirement strategies with an emphasis on income distribution needs, long-term goals, tax management, and charitable giving.
Risk management
Our team provides ongoing portfolio and investment monitoring to discern, assess and help mitigate risk.
Tax planning
From estate planning to charitable giving, our team focuses on creating tax-efficient investment and wealth management strategies.
Wealth transfer/Estate planning
We work with clients and their families to create wealth transfer strategies designed to preserve family values and educate the next generation on financial and investment best practices.
Investment banking consulting options
We sit on the Boards of several companies with deep knowledge and experience helping companies devise and execute growth plans, as well as transitional planning.
Cash management
We assist you with wire transfers, issuing checks, setting up direct debits, and supporting liquidity needs.
Portfolio development
We build and manage diversified, tax-efficient portfolios that align with your corporation’s objectives and requirements, with a focus on minimizing risk while maximizing yield.
Discretionary portfolio management
Our team oversees the day-to-day management and executional needs of investments and accounts, enabling you to focus on your business.
Investment consulting
We work with you to discern areas of investment opportunity, providing comprehensive management and ongoing monitoring of your investments.
Liquidity event prep
We help you assess viable event options, such as private sales, as well as enhance business valuation to attain your desired liquidity goals.
Solutions for executives
We support the wealth management needs of C-level executives, including restricted stock, offshore trusts, cash management and currency hedging
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HTA Client Relationship Summary
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