FAMILY OFFICE

Family Office Services

Hartland integrates tax, estate, and personal considerations with the way it advises on family wealth. We believe this enhances a family’s ability to preserve and build wealth, aligns the way assets are managed with family goals and aspirations, and simplifies the administrations of wealth.

Hartland offers a number of family office services, including:

  • Net worth analysis
  • Tax planning
  • Estate planning
  • Cash flow budgeting
  • Risk management
  • Financial education
  • Philanthropy counsel
  • Accounting for family enterprises

Our professionals are skilled and credentialed practitioners with deep experience in family wealth.

Contact Hartland about Family Office Services.
For more information on Hartland’s institutional and wealth advisory services, click here.

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“We interview hundreds of investment managers every year. On a weekly basis we see managers here in Cleveland, meet with them at their offices or hold conference calls with them.”

  – Grant B. Guyuron, CFA
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