HMA FAMILY WEALTH SERVICES
PARTNERSHIP. EDUCATION. COHESION.
At HMA, we put the success in succession planning. Our team works across generational lines, partnering with the entire family to help ensure a smooth transition of wealth and positive generational legacy.
Our HMA Family Wealth Services business partners not only with elder family members looking to organize, manage and eventually pass on their legacy, but also with younger generations to address the questions and concerns that come with inheriting a legacy and the responsibility that comes with it.
Specifically, we partner with:
BOOMERS
THE FUTURE GRANTORS
Americans like you who are ages 60-80 hold the largest concentration of wealth of any generation according to the US Federal Reserve. You are 20% of the population and hold just over 50% of the wealth.
We understand that your biggest financial concerns tend to include market volatility, outliving savings, rising health and long-term care costs, keeping up with inflation and property taxes, and helping your children.
GEN XERS AND MILLENIALS
THE FUTURE RECIPIENTS
Americans like you who are ages 45-60 most commonly cite rising inflation and a lack of retirement readiness as their key reasons for seeking financial advice – IF they ever seek it. We understand you don’t trust Wall Street. (Good thing we’re not Wall Street!)
You are likely concerned about balancing the costs of a growing family with the cost of supporting aging parents. We can help bring that picture into focus and work with you to design a plan for handling the situation.
Folks ages 25-45 are more likely than their jaded Gen X counterparts to work with a financial advisor, particularly when there is a life event coming up such as getting married or buying a house. We celebrate your proactive approach!
Learning how to be a good steward of family assets is just as essential as planning for retirement, health care costs, or another life event!
GEN Z AND BEYOND
THE FUTURE FUTURE RECIPIENTS
Yes, you are a part of this too! Although you are under 25, your generation is one of the most proactive when it comes to seeking advice. (Great job!) While robo-advisors and ChatGPT are fun and new, they can’t form a genuine relationship with you that will span decades. We can and we will.
Working with our team will help guide you towards the life experiences you want to have with the people you want to share them with.
HMA FOUNDATIONS AND ENDOWMENTS
CUSTOMIZATION. CONTINUITY. CREDIBILITY.
At HMA, we understand the priorities of your organization and its donors. As long-term collaborators, we work with boards and executive directors to enable the type of continuity planning, administrative efficiency and legacy giving capabilities large donors want to see.
We serve the middle-child sweet spot of organizations that currently have between $1mm - $50mm in assets. The dedicated people who staff these entities need a partner to bring them to the next level so they can attract more donations and amplify that effectiveness. We are that partner.
321 N. Clark Street, Suite 1020
Chicago, IL 60654
Phone: (888) 501-3016
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HTA Client Relationship Summary
HTS Client Relationship Summary
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