Going Beyond Advice
Significant wealth brings numerous opportunities – as well as many complex challenges.
The Relationship Managers at the Wealth and Family Office help ensure you have the
hands-on attention you need to navigate your wealth with confidence. Whether it’s
developing a comprehensive financial plan and coordinating with your attorney and tax
advisors, helping you transfer your business to the next generation, planning your
philanthropic approach, or orchestrating your estate, we offer wealth management and
family office solutions customized to your needs.
To maximize the potential of your investment portfolio, your Relationship Manager leverages our proprietary Core and Satellite and Large-Cap approach and long-term holding philosophy to design a plan that caters to your financial needs and helps you reach your wealth goals.
To maximize the potential of your investment portfolio, your Relationship Manager leverages our proprietary Core and Satellite and Large-Cap approach and long-term holding philosophy to design a plan that caters to your financial needs and helps you reach your wealth goals.
Wealth & Family Office Solutions
Financial Planning
Your relationship manager works hand in hand with our Financial Planners
to create a personalized roadmap, based around your needs and goals or
those of your family, to help build long-term financial stability.
Trust and Estate Services
Working in collaboration with the Hilliard Lyons Trust Company, your
relationship manager helps you build your legacy, whether you’re passing
down wealth to the next generation, or establishing a fund for your
philanthropic efforts.
Business Solutions
Drawing on the expertise of Hilliard Lyons’ Investment Banking
professionals, your wealth manager offers a broad spectrum solutions for
your business, including
M&A advisory, business valuation, capital raising and transition planning.
M&A advisory, business valuation, capital raising and transition planning.
Family Office and Concierge Solutions
As a boutique firm dedicated to providing the highest level of tailored wealth
management and concierge services exclusively to high-net-worth individuals, families,
and business owners, we understand the importance of providing a level of service that
goes beyond what’s expected.
Our Investment Solutions
HLTC Large Cap Equity Strategy
Our Large Cap Equity strategy invests in companies with sustainable
competitive advantages and compelling valuations with the perspective of
a long-term business owner.
HLTC Core + Satellite Strategies
Our Core + Satellite approach refines the discipline of identifying and
managing risk. Our Core + Satellite structure divides capital and
allocates risk among investments and asset classes, allowing us to seek
additional returns while optimizing risk.
Our Perspective
Hilliard Lyons' dedicated Investment professionals monitor the current
financial, economic and political landscape to help deliver timely investment and
market insights and solutions that the Wealth and Family Office use as a foundation
to provide sound holistic financial advice to our clients, neighbors, and
communities
CIO Monthly Market Outlook - March 2018
Selling Your Business: Pitfalls and Tips
How is Fraud Prevention Like Flossing?
Thinking about fraud prevention is about as exciting as thinking
about flossing – necessary but tedious. What are some of the most
prevalent fraud schemes, and what means are available to defend
against them?
Tax Act Offers Estate Planning Opportunities
Wealth & Family Office