Family Wealth Advisor

Clients hire HMS as their Family Wealth Advisors when they are overwhelmed by having to make all of these decisions by themselves. Many times our clients didn’t realize they needed a Family Wealth Advisor until they hired us, then the need was obvious.

They want an advocate, not a salesperson.

We manage or coordinate just about everything for families: goals based financial and cash flow planning, asset allocation and investment management oversight, tax planning to enhance after tax income, estate plan and document review, charitable/philanthropic planning advice, trust administration oversight, credit management, financial education planning for next generation family members, and family cohesiveness.

In a nutshell, your Family Wealth Advisor becomes your family’s Chief Financial Officer.