Your Family’s CFO for Generational Wealth
We serve as the financial hub for multigenerational families, coordinating every aspect of your wealth.
More Than Money Management. A True Partnership.
Households turns 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 prepares heirs to be responsible stewards.
Clarity from Complexity
Sophisticated scenarios distilled into clear, actionable recommendations.
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.
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
Philanthropy
Concierge
You Stay at the Center. We Coordinate Everything Else.
One client. One strategy. Six disciplines working together.
Your Family
at the center
Investments
Estate Planning
Tax Planning
Risk Management
Client Service
Financial Planning
Investments
Customized portfolios that balance growth, preservation, and tax efficiency—adapting to markets and your circumstances.
Asset Allocation & Portfolio Diversification
Performance Monitoring & Reporting
Alternative Investments Access
Concentrated Stock Solutions
Estate Planning
Protect and transfer wealth according to your wishes, providing security for loved ones while preserving family harmony.
Trust Administration
Wealth Transfer Planning
Succession Planning
Philanthropic Legacy Planning
Tax Planning
Proactive strategies to reduce tax burden and keep more money working for your family across generations.
Tax-Efficient Investment Strategies
Income & Capital Gains Planning
Estate Tax Optimization
Charitable Giving Strategies
Risk Management
Identify vulnerabilities and implement safeguards to protect your assets, business, and legacy.
Insurance Solutions Review
Market Volatility Mitigation
Cybersecurity & Fraud Protection
Liquidity Management
Client Service
Dedicated support that handles the details so you can focus on what matters most to your family.
Dedicated Client Support Team
Bill Pay & Bookkeeping
Concierge Services
Family Calendar & Document Management
Financial Planning
The central framework that unites all aspects of your wealth into one cohesive, adaptable strategy.
Comprehensive Wealth Framework
Cash Flow & Liquidity Planning
Retirement & Lifestyle Planning
Next-Generation Education
From Discovery to Legacy. We’re With You.
When you work with HUB, you work with a dedicated team that helps you achieve your financial goals. We follow a defined process to earn your confidence.
Your Family
at the center
01
Discover
Understanding your values and what matters most.
02
Analyze
Assessing where you are relative to your goals.
03
Design
Charting the path to where you want to go.
04
Implement
Putting your custom plan into action.
05
Monitor & Adjust
Evolving the plan as life changes.
Tap a step to learn more
National Reach. Dedicated Guidance.
Decades of experience managing complex wealth across generations.
$207B+
Assets Under Advisement*
38K+
Wealth Clients
350+
Advisors Nationwide
25+
Years of Experience
Let’s Build Your Family’s Financial Future Together.
Schedule a conversation with one of our advisors.
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* 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.