Hartland & Co. has deep capabilities in serving private clients. Our team of experienced professionals includes accounting, tax, estate planning, investment counsel and trust administration.
A full list of our services is included in the chart below:
Our approach begins with the Hartland Financial Overview Report, which summarizes a client's tax, estate and financial plans and the manner in which these considerations fit with asset management. Our ability to understand all facets of a client's financial and personal circumstance helps us enhance his ability to preserve and build wealth, align management with family aspirations and simplify the administration of wealth. The non-investment factors in a relationship can be as important to successful wealth management as investments themselves.
Contact Hartland & Co. About Private Client Integrated Wealth Consulting
For more information on private client integrated wealth consulting from Hartland & Co., click here.