Our clients are individuals and families looking for a partner to provide personalized, unbiased, and coordinated advice.
Women in Transition
Many women face particularly daunting money challenges during periods of financial transition — marriage, divorce, job loss, retirement, sending kids off to college, and other changes to their own or their family’s financial circumstances. The fog of grief surrounding the loss of a spouse can magnify the weight of these challenges. At Hiley Hunt, we partner with our clients to navigate the through the choices to define a clear path forward.
A Family Steward is someone whose most important goal in life is the well-being of his/her family. The Family Steward understands the peace of mind that comes with having a thoughtful, organized, and orderly financial life, especially in the event of his/her death.
We understand the importance of planning today for a tomorrow that may never come. As a Family Steward ourselves, we appreciate the value of having a comprehensive plan in place to address life’s uncertainties.
Entrepreneurs and business leaders often find that a major source of their compensation is derived from equity ownership of the enterprise in which they are involved. Compensation through ownership is a powerful tool to incentivize organization growth but it can also lead to complex questions regarding value and taxes.