Business Owners & Professional Investors

Common Profile:

Demanding schedule. Actively creating wealth. Occasionally illiquid. Limited wealth diversification. Travel extensively.
How can HPM Partners assist?
  • Monitor liquidity, cash balances, and access to capital
  • Facilitate lifestyle management, including cash flow budgets, bill paying, and assistance with large purchases
  • Coordinate wealth management issues, such as estate planning, insurance, tax planning and compliance, and loans
  • Monitor the effectiveness of wealth transfer strategies, including the use of annual gift tax exclusions, lifetime unified gift and estate tax exemption, and appreciated assets
  • Design and manage an investment program for liquid net worth
  • Serve as a trust administrator and provide education programs for family members