Providing Three Levels Of Service To Align With Your Needs

The chart below describes our two main levels of client service and the approximate levels of wealth associated with each service level. We also provide a third level of service called Family Guide for clients with $1 million – $2 million in investable assets that is focused on core financial planning and investment management services most relevant to those clients. Our fees typically start at 1.25% of assets under management, dropping to 1% for assets under management above $1 million, and continue to decrease as your wealth increases. Our minimum annual fee is $12,500. Family Office clients may work with HB on a flat fee basis (or a combination of a flat fee and lower % of assets under management) 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 - $25,000,000
Family Office Portfolio over $25,000,000
  • 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)