Reinventing your wealth
Using The Hamilton Groups
Boutique Family Office
Your Families CFO
Protecting Your Families Most
Valuable Asset: TIME
Goal Based
Planning & Investing
Differentiating Strategies for Tax-Efficient Portfolios
public & private
Investments
Access to Curated Private Market Opportunities
family governance
& education
Guide Your Wealth Decisions Across Generations
Tax Strategy &
Planning
Proactive Solutions to Minimize Capital Gains & Tax Exposure
estate planning, trust &
philanthropy
Protect Your Family, Plan Your Legacy, & Fuel Your Passions
lifestyle and wellness resources
Enrich Your Family's Lifestyle
to Enjoy Your Wealth
Concierge Services &
Liquidity Planning
Custom Roadmap Process for Sophisticated Wealth Planning
private banking services
Dedicated Care for Your Private Wealth Management Needs
Life, Health, Disability & Property and Casualty Insurance
Risk Management
