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Families

Hall Capital builds investment portfolios for families, serving as a long-term strategic partner. The core of our engagement with family clients is managing their diversified investments and being accountable for the performance of those investments. 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.