Our Clients

Multigenerational wealth
Whether it’s dealing with the transition of a family business, the unique needs of income beneficiaries or ensuring your estate and legacy plan are executed as envisioned, our team has the experience and expertise to handle each situation.
Specialties include:

Trust integration
Income optimization
Retirement lifestyle planning
myfamilyfoundation.org
ERISA/Non-ERISA plans for income deferral/wealth transfer
Estate minimization

Business owners
Having worked closely with commercial bankers for years and having been business owners, our team understands the challenges of owning a business. We’ll work with you on both sides of your balance sheet to bring ideas to the forefront.
Specialties include:

Retirement plan design and education
Business succession planning
Tax optimization planning
Cash management

Professionals and executives
Travel, appointments and meetings monopolize your time while your personal wealth management issues pile up. Our team takes a proactive approach, regularly reaching out to you to ensure you are taking advantage of your benefits package and maximizing your assets.
Specialties include:

Benefits management
Tax planning
Retirement lifestyle planning
Cash flow and budgeting

Life transitions
Retirement, the sale of your business, divorce, the loss of a loved one are all major life events that can affect you financially. Let us help you protect yourself from the unforeseen and optimize your asset mix to produce the income you need.
Specialties include:

Lifestyle planning
Document reviews
Inflation-adjusted income planning
Cash flow and budgeting


Home Who We Serve Our Services Our Process Our Team Client Resources Market Commentary Blog from HDS Contact Account Access	Our Clients Multigenerational wealth Whether it’s dealing with the transition of a family business, the unique needs of income beneficiaries or ensuring your estate and legacy plan are executed as envisioned, our team has the experience and expertise to handle each situation. Specialties include: Trust integration Income optimization Retirement lifestyle planning myfamilyfoundation.org ERISA/Non-ERISA plans for income deferral/wealth transfer Estate minimization Business owners Having worked closely with commercial bankers for years and having been business owners, our team understands the challenges of owning a business. We’ll work with you on both sides of your balance sheet to bring ideas to the forefront. Specialties include: Retirement plan design and education Business succession planning Tax optimization planning Cash management Professionals and executives Travel, appointments and meetings monopolize your time while your personal wealth management issues pile up. Our team takes a proactive approach, regularly reaching out to you to ensure you are taking advantage of your benefits package and maximizing your assets. Specialties include: Benefits management Tax planning Retirement lifestyle planning Cash flow and budgeting Life transitions Retirement, the sale of your business, divorce, the loss of a loved one are all major life events that can affect you financially. Let us help you protect yourself from the unforeseen and optimize your asset mix to produce the income you need. Specialties include: Lifestyle planning Document reviews Inflation-adjusted income planning Cash flow and budgeting