Focused on Complex Family Wealth:
Your Family Office Partners in Charlotte
Complex family wealth calls for experienced guidance delivered through a highly tailored, coordinated approach. Our Charlotte team is committed to guiding families through key family office challenges through four interconnected cornerstones:
To view the methodology of CNBC's recognition, which was released on June 22, 2026, please click here. To view the methodology of Barron's recognition, which was released on September 11, 2026, please click here. To view the methodology of FinancialPlanning's recognition, which was released on November 18, 2025, please click here. Compensation was not provided to obtain either of these recognitions; HB did purchase the licenses to use all logos.
- Multigenerational Investment Management: Developing and overseeing investment strategies designed to support current needs while positioning family wealth for future generations.
- Strategic Planning: Aligning wealth transfer, tax, philanthropic, business, and financial planning decisions with your family’s long-term goals.
- Wealth Administration & Coordination: Helping simplify complexity through consolidated oversight, administrative support, and coordination among your family’s trusted advisors.
- Family Engagement: Supporting communication, education, governance, and decision-making to help families navigate wealth across generations.
Our clients include ultra-high-net-worth families, multigenerational families, entrepreneurs, and family leaders looking for experienced guidance as they preserve, grow, and transfer wealth across generations.
The Charlotte team provides personalized support to help families address financial complexity, align priorities, and make informed decisions for the future.
Family wealth management demands both expertise and objectivity. Our Charlotte advisors offer trusted guidance and coordinated strategies to simplify complex financial decisions.
Meet The Team Who Are Focused on Your Family Office Needs
Matthew Moore
Andrea Smith
Rebecca Warner
Jared Green
Ana Peña
Grayson Beall
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.
*Past performance is not a guarantee of future results for any investment. Private market 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 private market investments while not be allowed to invest in other alternative investments. Private market 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 market investments 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 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.