Investor
WMS
· Founded 1989
HB Wealth is a US-based multi-family office providing wealth advisory, financial planning, and private market investment management through a fiduciary model.
Stage
Not confirmed
Sectors
Real Estate Development
Cheque
Not confirmed
Invests in
United States
Sectors
About
This firm operates as a fee-only fiduciary advisor for high-net-worth individuals and institutions. The team provides integrated financial planning alongside disciplined investment management. With extensive experience in private markets, they offer clients specific opportunities in private equity and real estate. The firm assists business owners with pre-sale planning and post-sale investing. They also support corporate executives in managing concentrated stock and options complexities to align personal goals with corporate benefits.
How to approach
Request a consultation through the online form to discuss wealth management and investment services.