HMA FAMILY WEALTH SERVICES
Intergenerational wealth transfer affects two types of clients: grantors and recipients. These are different people with different needs.
When you work with HMA, senior family members can rest assured their financial needs are met, and when the time comes, that their family legacy will be received with responsible, competent stewardship. The next generation knows they have a relatable, trusted advocate that will adapt to their needs and be around for them and their families.
Like many financial practices, we are fiduciaries providing standard services like investment management, tax strategy design, and estate planning. Unlike other financial practices, we provide customized wealth transfer services the entire family can agree on.
Active, long-term partnership and problem solving guidance that works across generational lines
A practice and a client base that is ready for the next 50 years
HMA FOUNDATIONS & ENDOWMENTS
Your organization is different. Its problems? Probably not.
Our team of diverse professionals works closely with the executive director, board and staff to streamline everything from the investment policy, to organizational management and continuity planning, to customized gift and distribution tracking. Increased professionalism and tailor-made offerings can attract more talented people and increased donor attention.
We are not a consultant- we are more. We are a hands-on, long-term partner helping to improve and grow your organization.
Partnership between our team and your executive director, board and staff to increase operational efficiency and accountability, helping to make the organization more attractive to talent and donors.
Credible investment guidance, customized asset distribution plans and individually tailored gift tracking.
Continuity planning and organizational leadership that may benefit your board, executive director, other staff and donors, helping to enhance fundraising capabilities and other growth objectives.
321 N. Clark Street, Suite 1020
Chicago, IL 60654
Phone: (888) 501-3016
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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