These offices provide financial planning, investment management, foundation & nonprofits, and family office services tailored to fit your family’s needs.

Our experienced advisors work with a wide range of clients, including but not limited to multi-generational families, institutions, business owners, corporate executives, professional athletes, women, and young professionals.

These locations are home to many of HB’s Principals/Directors, Associates, Investment, Family Office, Client Care/Operations, Marketing, Compliance, Risk, and Human Resources teams.

Our collaborative culture and deep bench of investments, operations, and client care staff means ultimately your client service team is the entire firm.