Focused on Family Wealth:
Your Trusted Family Office Partners in Tampa
Navigating the complexities of family wealth can be challenging and requires expertise and a personal touch.
To view the methodology of Barron’s recognition which was released on September 13, 2024, please click here. To view the methodology of FinancialPlanning’s recognition, which was released on November 26, 2024, please click here. Compensation was not provided to obtain either of these recognitions; HB did purchase the licenses to use both logos.
Our Tampa team specializes in addressing common family office concerns, including:
- Wealth Preservation: Strategies to safeguard assets across generations.
- Financial Planning: Customized plans to align with your family’s differentiated goals.
- Investment Oversight: Comprehensive management to help maximize returns while mitigating risks.
- Tax Optimization: Proactive approaches to minimizing tax burdens.
- Succession Planning: Guidance to help ensure a smooth transition of wealth and leadership.
Our clients include high-net-worth individuals, multi-generational families, and entrepreneurs who value a collaborative, expert-driven approach to managing their financial legacy.
The Tampa team is dedicated to helping you achieve clarity, confidence, and continuity for generations to come.
We provide guidance for a wide range of family office needs and serve as your family office team:
Meet The Team Who Are Focused on Your Family Office Needs
Ryan Best, CFP®
Brad Glover, CFA
Keith Johnson, CFP®
John Willoughby, CFA
Lex Smith, CFP®
Steve Cass, CFP®
Sean Maguire, CFA
Drew LaGrande, J.D., LL.M.
Larry Parkin, CFP®
Benjamin DePalmo
Melissa A. Baron
Marjorie L. Sjostrom
Casey R. Jackman
Fiduciary, Comprehensive, and Personal Wealth Management – Delivered With The HB Wealth Difference
Learn more about how we built HB Wealth to align our services with what you want from a wealth management firm.
HB Wealth’s fee-only fiduciary approach is designed to align our actions with each client’s best interest.
We invest in credentialed wealth advisors, including CFA charterholders and CFP® professionals, bringing specialized knowledge to our clients.
We bring clarity to complexity by integrating financial planning, investments, tax planning, estate strategies, and more.
With over 30 years of alternative investing experience, HB Wealth offers clients opportunities in private equity, private credit, and private real estate.
Our wealth advisors are available when, where, and how you need us, providing personalized support through all of life’s financial decisions.
*Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not be allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.
Transparent Family Office Service Costs: Tailored to Your Needs
HB Wealth's family office clients (portfolios over $25M) may work with us on a flat fee basis (or a combination of a flat fee and a % of assets under management) linked specifically to the desired level of complex services needed by the family.