Hillview provides a full range of capabilities associated with a dedicated family office. One of our differentiating characteristics in the industry is our approach to creating customized solutions for clients.
Our focus on the delivery of holistic planning services—a deep understanding of a client’s situation, including tax, philanthropy, wealth transfer and personal objectives—enables us to develop comprehensive wealth management plans that align a client’s objectives with appropriate wealth management strategies.
Our approach differs in the simple but seldom-practiced notion that only a deep and personal understanding of an individual can lead to the perfect fit in a custom-tailored financial plan. Each of our clients works directly with a partner of the firm, supported by a dedicated client service team.
We understand the complexities that come with managing substantial wealth, and believe that close coordination and thoughtful collaboration with other professional advisors is essential to achieving our clients’ goals. In those instances we are able to provide customizable portfolio aggregation, secure document management, consolidated portfolio and performance reporting, and support coordinated interactions and communications on our clients’ behalf. Hillview’s philosophy, culture and process have been seamlessly integrated to put clients’ interests first.