Providing Two Levels Of Service To Align With Your Needs

The chart below describes our two levels of service and the approximate levels of wealth associated with each service level. Our fees typically start at 1.25% of assets under management and decrease as your wealth increases. Family office clients may work with HB on a flat fee basis linked specifically to the desired level of complex services needed by the family. The charts show potential available services at each level but not all services may be appropriate for each family situation.

Family CFO Portfolio of $2,000,000 - $15,000,000

  • Comprehensive financial planning strategy with periodically updated wealth forecast

  • Investment portfolio design, tax-efficient management and online 24/7 access to performance reporting

  • External account aggregation

  • Estate planning review

  • Insurance needs planning

  • Income tax planning

  • Charitable planning strategies

  • Targeted plans for life events (retirement, education, etc.)

  • Access to Private Alternative Investments

  • Leader of family team of advisors

Family Office Portfolio over $15,000,000

  • All Family CFO Services

  • Consolidated online reporting for all private and public investments regardless of the manager

  • Assistance with trusts, family foundations, family limited partnerships and other complex entities

  • Access to direct private alternative investments via HB as well as due diligence for private investments offered to family

  • Bill paying, budgeting, expense management, and reporting (for additional fee if desired by family)