We believe in comprehensive wealth management involving both financial planning and investment management. For specific nonprofit or family office situations, we tailor our approach to deliver the desired services appropriate for those situations. One of the key advantages of our comprehensive approach and broad range of services is that families and institutions do not “outgrow” their HB relationship – we have families who started out working with HB early in their careers who are now retired family office clients. We have intentionally invested to build the ability to work with you across the stages of your life as your wealth grows and financial issues get more complex.