Family Office Services
Hartland & Co. integrates tax, estate and personal considerations with the way it advises on family wealth. We believe that 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 administration of wealth. These non-investment factors can be as important to successful family wealth consulting as investments themselves.
Hartland & Co. offers a number of family office services, including:
- Net worth analysis
- Tax planning
- Estate planning
- Cash flow budgeting
- Risk management
- Financial education
- Philanthropy counsel
- Family Bill Payment Services
Our people are skilled and credentialed practitioners with deep experience in family wealth consulting.
Contact Hartland & Co. About Family Office Services
For more information on family office services from Hartland & Co., click here.
