Multi-Generational Families
Advice and Wealth Stewardship Built for Generations
Comprehensive Wealth Solutions for Lasting Family Legacies
Families with enduring wealth face unique challenges. Not only do you want to structure and grow your assets for future generations, but you also need to consider family governance as well as your personal well-being. At HB Wealth, our fee-only fiduciary approach means every recommendation is made with your family’s best long-term interests in mind. We provide high-touch, integrated solutions designed to simplify complex financial lives while seeking to preserve your legacy for generations to come.
HB Wealth Family Office Services Address the Unique Needs of Multi-Generational Clients
Family Office Services
HB Wealth's family office services help clients simplify the complex life that comes with being blessed with resources and opportunities. We can serve as the leader for your family team, working with the various advisors and family staff that are already part of your life. We personalize our services and relationship to fit your needs.
Integrated Financial Administration
HB Wealth offers 24/7 online consolidated reporting of all family holdings regardless of manager or liquidity, including different logins and access to information for different family members as appropriate.
Effectively Structuring Family Entities
We work closely with estate attorneys and accountants to develop the right mix of trusts and other family entities to achieve the goals of the family, transfer property over time, and minimize income and estate taxes.
Serving as the Administrative Hub
From taking care of money movements to capital calls to K-1 tracking to tax data communication with your CPA, we can help ease the administrative burdens that come with complex family finances.
Family Legacy and Governance Guidance
True wealth is more than numbers; it’s about the values, mission, and the well-being of your family. We can help you establish your family mission, organize regular family meetings, build a charitable framework, and educate younger generations, helping to ensure that your legacy is both preserved and enriched.
Due Diligence
Our dedicated investments team includes credentialed experts focused solely on investment research and recommendations. This team is available to review alternative investments and other financial strategies pitched to the family by friends or other advisors.
Access to Private Markets
For more than 30 years, we’ve helped families access investment opportunities in private debt, real estate, and private equity with the same care, discipline and transparency that define everything we do. We offer select access to private investments both directly and through internally managed funds, offering the potential for both diversification and outperformance.
Find a Family Office Wealth Advisor
HB Wealth offers expert teams who have managed family offices and worked with family office clients and multi-generational families for many years.
This material is not a recommendation, offer or solicitation to sell or purchase any security. Individuals should consult their own advisers before making any financial decision.