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Families

Our reputation has been built on successfully managing portfolios for and delivering strategic advice to multi-generational families. In many respects, our willingness and ability to embrace the complexity oftentimes associated with very wealthy families has been core to the success of Hall Capital.

Our expertise and experience have proven valuable to clients in a number of additional areas, such as wealth transfer, philanthropic planning, family governance, and strategic advice regarding family businesses or concentrated single stock positions. Our advice to these clients is broad and based on our nearly twenty years of experience evaluating the optimal structures for inter-generational wealth planning, educating children and grandchildren on investments and budgeting, and the integration of philanthropy, tax and investment optimization.