Your wealth is complex. Managing it shouldn’t be.
We serve as the financial hub for multigenerational families, coordinating every aspect of your wealth.
More Than Money Management. A True Partnership.
Households turn to a family office to gain greater control over their wealth and manage their affairs across generations.
When you work with HUB, your interests become our priority. Through our network of SEC and state-registered investment advisory firms, we act as fiduciaries, seeking to put your family’s needs first.
Who We Serve
Ultra-High-Net-Worth Families
Planning & consolidated oversight for significant wealth
Business Owners & Entrepreneurs
Exit strategies, liquidity events, and succession planning
Multigenerational Families
Preparing heirs and preserving values across generations
A Distinct Approach to Family Office Services
What sets HUB RPW apart from traditional wealth management.
Collaborative Partnership
We align your attorneys, accountants, and advisors around a unified strategy.
Generational Perspective
Governance and education that preserve wealth, values, and responsible stewardship.
Clarity from Complexity
Complex scenarios distilled into clear guidance for informed decisions.
Seamless Execution
Proactive oversight and accountable follow-through on every detail.
Dedicated Access and Scale
Senior advisors backed by HUB’s national platform and specialists.
Everything Your Family Needs. All in One Place.
A coordinated approach to every dimension of your financial life.
Our services
Strategic Wealth Planning
Integrated strategies that encompass investments, business ownership, and family needs, all working toward your vision.
- Financial Planning
- Wealth Management
- Tax Optimization
- Estate Planning
Investment & Liquidity
Customized portfolios that balance growth, preservation, and tax efficiency, adapting to markets and your circumstances.
- Portfolio Management
- Cash Flow Forecasting
- Concentrated Stock
- Alternatives
Business Owner Services
Navigate the next phase of your business journey, from scaling up to strategic exit with clarity and confidence.
- Succession Planning
- Exit Analysis
- Executive Comp
- Valuation
Family Office Administration
The organizational backbone for managing your family's financial affairs, ensuring transparency and seamless coordination.
- Bill Pay & Bookkeeping
- Reporting
- Concierge
You Stay at the Center. We Coordinate Everything Else.
One client. One strategy. Six disciplines working together.
Financial Planning
The central framework that unites all aspects of your wealth into one cohesive, adaptable strategy.
Investments
Customized portfolios that balance growth, preservation, and tax efficiency — adapting to markets and your circumstances.
Estate Planning
Protect and transfer wealth according to your wishes, providing security for loved ones while preserving family harmony.
Tax Planning
Proactive strategies to reduce tax burden and keep more money working for your family across generations.
Risk Management
Identify vulnerabilities and implement safeguards to protect your assets, business, and legacy.
Client Service
Dedicated support that handles the details so you can focus on what matters most to your family.
From Discovery to Legacy. We’re With You.
National Reach. Dedicated Guidance.
Decades of experience managing complex wealth across generations.
* HUB International Limited (“HUB International”) is the parent company to HUB Retirement and Wealth RIAs providing investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB International RIAs maintain a combined total of [$207,972,699,200] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2025. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [169,584,566,299]; HUB Investment Partners [27,506,701,567]; RPA Financial [10,881,431,334]. The AUM reported for HUB Investment Partners includes the regulatory assets under management of HUB Investment Advisors and Taylor Advisors, both of which joined HUB Investment Partners effective March 30, 2026. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC’s IAPD website at adviserinfo.sec.gov.
Let’s Plan Your Next Step Together.
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HUB Retirement and Private Wealth is not a “family office” as defined under the Investment Advisers Act of 1940, but rather it provides services to family offices and high net worth clients to address the unique financial, investment, and planning needs of such clients.