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Administrative Services

Administrative Services

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Providing Important Administrative Services to Our Clients to Help Them Relax, Worry Less, and Have More Time to Enjoy Their Wealth

Need to get a wire out to a contractor for that house project? Have an investment that just sent a capital call notice? Want to set up a recurring money movement to a family member? Need a document notarized? Want to get a summary of the transactions in your account? Need to provide summarized tax information for your investments to your CPA? Need a balance sheet or letter to give to the bank regarding a financial transaction? These are just examples of some of the many little services we provide to our full service client relationships. It might not seem like a big deal the first time you think about it, but part of enjoying your wealth is not having to spend as much time dealing with the little financial administrative issues that can get in the way. Your HB client service team has a dedicated client care coordinator who can help with those issues and take them off of your plate. Part of delivering on our goal to allow you to relax and enjoy your wealth is sweating the small stuff so that you do not have to.

Want to Get Help With the Complexities of Wealth?

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Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Alpharetta

2475 Northwinds Parkway
Suite 100
Alpharetta, GA 30009

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

Sandy Springs

333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328

Palm Beach

3835 PGA Boulevard
Suite 307
Palm Beach Gardens, FL 33410

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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