HB Wealth Family Office
For select families who want every aspect of their financial life managed through a single coordinated strategy across generations.
Our Family Office approach is built on integration, connecting every aspect of your financial life through a single, coordinated strategy.
As wealth grows, so does complexity. What begins as a set of individual decisions, investments, tax strategies, estate structures, and financial operations gradually becomes a connected system. When those decisions are made in isolation, even well-intentioned advice can lead to inefficiencies, missed opportunities, and unintended outcomes.
We believe families deserve a more coordinated approach. One that brings clarity to complexity, aligns decisions across disciplines, and ensures that every part of the financial picture is working toward the same long-term objectives.
HB Wealth was founded on a fee-only fiduciary model, a distinction that matters most when wealth is significant and decisions are complex. With decades of experience working with Family Office clients, we provide full transparency and bespoke guidance aligned to your objectives. We draw from the full depth of HB Wealth's resources to build a dedicated team around each family, bringing together the right combination of expertise as needs evolve.
We currently serve more than 200 Family Office client relationships with an average total market value of approximately $100 million per client.*
*The "Average Total Market Value per Family Office Client Relationship" reflects the arithmetic mean of the aggregate market value of assets under management and assets under advisement for Family Office client relationships as of June 30, 2026, divided by the total number of such client relationships on that date. Asset values vary significantly among clients, and the reported average does not represent the market value of any individual client relationship, nor is it indicative of the experience of any particular client. Market values fluctuate over time.
Who is this designed for?
This approach is designed for individuals and families whose financial lives have grown beyond what isolated advice can support. If you are managing a complex balance sheet, private investments, business interests, evolving liquidity needs, or multi-generational priorities, the challenge is no longer making individual decisions. It is ensuring those decisions work together toward the same long-term objectives.
A Family Office approach brings these elements together. Rather than treating each as a separate conversation, we coordinate them into a broader, integrated financial picture.
HB Wealth Family Office Four Integrated Cornerstones
Our Family Office offering is built around four integrated cornerstones. Each plays a distinct role, but their value is realized through how they work together.
Multigenerational Investment Management*
Investment decisions are made in the context of the full balance sheet, not just the investable portfolio. This means looking beyond traditional allocations to consider private investments, concentrated positions, liquidity needs, and how each element fits within the broader financial picture. The result is a more integrated investment approach supported by institutional-caliber oversight, ongoing monitoring, and a focus on tax efficiency.
Strategic Planning
As complexity increases, planning becomes less about isolated decisions and more about how the full balance sheet works together over time. We help clients evaluate liquidity, liabilities, tax considerations, wealth transfer priorities, and major financial events, coordinating across disciplines to support proactive, informed decisions, especially when business interests, asset sales, or multi-generational needs are involved.
Wealth Administration & Coordination
A strong plan only creates value when it can be carried through effectively. We coordinate across accounts, entities, professionals, and financial activities to ensure that planning and investment decisions are implemented accurately and efficiently. This includes consolidated reporting across accounts and entities, providing a clearer, more complete view of your financial picture. In many cases, we serve as an extension of the family's financial leadership, creating greater clarity, follow-through, and continuity across complex structures and obligations.
Family Engagement
Family Office often extends beyond financial decisions alone. Sustaining wealth over time is not only a financial challenge. We help families create alignment around shared goals, values, and long-term priorities, including support for family governance, mission, and decision-making frameworks where appropriate, while supporting the engagement and preparation of rising generations. This includes fostering stewardship, responsibility, and connection across the family over time, as well as philanthropic interests and charitable priorities.
The Fiduciary Standard, Elevated.®
Each of these cornerstones operates under a single standard. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, we act as a fee-only fiduciary, legally and ethically bound to put your interests first, with no commissions, no product sales, and no competing incentives. For Family Office clients, this is not a feature of one service; it is the architecture that governs all of them, shaping how we invest, plan, coordinate, and engage your family. Think of it as the fiduciary standard, elevated.
*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 private market investments. Private market investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. This material is not a recommendation, offer or solicitation to sell or purchase any security, and individuals should consult their own advisers before making any investment decisions. All investing involves risk.