Family Office Services
We’ll work as the CFO for your family’s growing wealth
Ready for Tomorrow
Families take on a family office as a way to meet their financial needs, gain greater control over their wealth, and manage their affairs. Some family offices offer basic administrative support while others oversee the management of investments and coordinate all of the family’s financial needs. Whatever the case may be, it will most likely serve multiple generations. A well-managed Family Office successfully integrates these diverse strategies so that they’re able to support the goals from the whole family unit.
Our Meaning of Family
Preserve Family Wealth
Supervise Investment Risk
Improving Family Unity and Generational Transition
Overseeing How the Family Arranges its Wealth
Managing the Personal Decisions of Family Members
Retirement plan and private wealth assets under advisement*
Retirement plans under advisement
Nationwide coverage wherever you reside
Our Services
A Range of Planning Services to Help Reach Your Goals.
Investing & Wealth Management
- Investment planning for families, individuals, and entities
- Asset allocation and policy oversight
- Performance measurement and analysis
- Allocation review and rebalancing
- Diversification and sale of concentrated stock positions
Family Mission & Planning
- Assistance in articulation of family mission
- Assistance in planning and executing family meetings
- Assistance in addressing family’s fiduciary/ trustee needs
- Assistance in developing educational and succession strategies and programs
- Assistance with family office structuring
- Family education services
Tax & Estate Planning
- Estate planning, including comprehensive strategy and document implementation (ex: will, trust, power of attorney, and/or living will)*
- Tax planning, including comprehensive strategy, year-round proactive recommendation and compliance (ex: document preparation/filing)*
Strategic Family Services
- Coordination of investment, estate and tax planning
- Development and oversight of relationship with external professional and service providers
- Assistance in addressing strategic risks and opportunities
- Efficient management of trusts and estates, leveraging our fiduciary expertise
Philanthropic Services
- Assistance in articulating family’s vision in philanthropic strategy and plan
- Help identifying appropriate tax-efficient vehicle/strategy for charitable giving
- Help clarify funding interests and identify solutions for ongoing grantmaking and administrative needs
- Strategic advice on philanthropic governance guidelines
Risk & Insurance Protection
- Personal and Family Protection
- Property and Asset Protection
- Business and Financial Security
- Global and Specialized Coverage
- Disaster and Crisis Preparedness
Administrative Services
- Record keeping
- Consolidated and customized reporting
- Performance reporting
- Tax compliance (as trustee)
- Coordinate banking and cash-flow management
- Administration of trusts
How We Treat Our Family
At HUB Investment Partners, we provide the personalized expertise of a fee-based fiduciary team dedicated to putting your interests first. Our advisors deliver conflict-free guidance tailored to your unique financial goals.
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, Financial Risk Managers™, Certified Financial Analysts®, and Enrolled Agents. Together, we leverage our expertise to guide you through every aspect of your financial journey—retirement planning, risk management, and tax optimization.
Who We Serve
Multi-Family Office
Cost effective model for less complex families.
Single Family Office
Separation of personal family matters from business. Easier to later sell or go public with legacy operating entity
Virtual Family Office
Fitting for families all over can be very cost effective.
Hybrid Family Office
Best combination – outsource aspects of the family office while still maintaining an embedded family office for select functions
Committed to Your Success
When you work with HUB Investment Partners, your interests become our priority. Below is high-level overview of the client service process we’ve designed to provide a you the best service we can.
STEP 1
Understand your goals
We begin discovering who you are and what’s important to you.
STEP 3
Create and implement plan
You determine where you want to go and our plan will help take you there.
STEP 2
Evaluate your situation
We’ll determine how close you are to your goals and what needs to happen to get you closer.
STEP 4
Monitor and adjust
Every milestone you reach will require adjusting the plan. We’ll be around for that too.
