Hartland & Co. is a leading provider of integrated wealth management services to private clients across the United States. Today we serve over 225 families and individuals with our expertise in tax, estate, financial and investment counsel. In 2011 we acquired Chess Financial Corporation, a prominent independent private client advisory firm in Northeast Ohio. The acquisition of Chess expanded our private client capabilities, which has led to significant growth in this area.
The same skills that make us successful with institutional clients also makes us successful with private clients. Just as we integrate organizational concerns of institutions with our investment approach, so we integrate tax, estate and financial considerations of families. We believe this enhances our clients' ability to preserve and build wealth, align management with family aspirations and simplify the administration of wealth.
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