Family Office
Typically clients with complex financial needs and a higher net worth.
You’ve spent a lifetime pursuing a legacy of financial freedom for your family. But managing wealth can be more of a stressful distraction than a freedom. You need a partner that shares your values, assists with helping lighten the burden of complexity, and provides the absolute assurance that your best interest is their agenda.
We provide personal coordination, oversight, and management of financial affairs. Your dedicated team assists with private transactions, coordination of tax and legal professionals, and administration of family partnerships and trusts.
Services
Wealth Planning
Financial services like investment management, accounting and tax advice, estate planning, and risk management are the building blocks for a solid financial foundation. But you can’t lay a foundation until you know what you’re building.
Lifestyle Management
Living out the vision for your family requires thoughtful integration of all aspects of your life. Together we work to identify and implement the changes necessary to align your financial decisions with your goals and values.
Investment Management
The investment team at Hayden Harper develops investment strategies to achieve specific goals and objectives while utilizing internal and external managers. In addition, we provide due diligence and monitoring of private investment opportunities.
Philanthropic Guidance
Whether you are considering giving for the first time or need a fully integrated gifting strategy, Hayden Harper can assist in designing and overseeing a plan that aligns with our vision and goals.
Family Services
With a growing balance sheet, comes the burden of complexities. For families in need of an increased level of support, services, and counsel, Hayden Harper’s Family Office provides a highly personalized approach that provides the absolute assurance that your best interest is our agenda.
Business Advisory
Small Business Owners are often under-resourced when it comes to the financial complexities of running their organizations. At Hayden Harper we help small business owners gain a better vision for what is actually happening in their business, allowing them to make better decisions on the growth of their most prized asset.
