Comprehensive Planning and Wealth Advisory Services

The Family Advisory System: Integrating Your Wide-Ranging Financial Concerns
To address the financial complexities of our clients, Halbert Hargrove's Family Advisory System encompasses a wide range of services. Clearly, different skills and different services are needed for each of the areas shown in the diagram below. We believe no one firm or professional can successfully be everything to all people.

Our system is an open one: Skilled teamwork, aided by technology, enables us to analyze your objectives and concerns. Our system includes reporting and managing the information flow in all necessary directions. Our technology platform enables us to tie in all of a client's expert advisors and share information to make the process as seamless as possible. When necessary, we recommend specialist or supplementary advisors to your current team.

We believe HH's collaborative approach with other family advisors is the right way to serve our mutual clients. Our key challenge, and our commitment, is to focus these resources on both specific problems and on strategic, global solutions.

The management of wealth is a continuous and iterative process. Priorities must be yours; we assist in implementation and monitoring over time. Your service team will be guided by the Client Roadmap System, so that team members can better understand what must be accomplished before, and during, the next review meeting.

The graphic is only an example. After meeting with you to understand your personal circumstances, goals, and objectives, we create a draft roadmap for discussion with you. If we agree about priorities, then the roadmap will guide discussions until modified due to personal or market changes. If we don't agree, then we work on priorities until we get it right.