Welcome to Hantz Group

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. For the individual, we offer a Family Office of services tailored to your needs and goals, ranging from budgeting and banking to insurance, investments and tax services. We build a team of experts around you to work in collaboration and help coordinate superior outcomes.

Why use a Family Office?

By taking our holistic and comprehensive approach, we reduce the stress of navigating a complex financial situation and consolidate services to save time for our clients so they can focus on what is most important for their families. We believe in providing a high level of service by deploying specialists in each financial area, and assembling those specialists into a collaborative team.

Financial Planning

Your Financial Consultant will assist you with identifying your financial goals, prioritizing those goals, and executing a plan for how to achieve them.

Property & Casualty Insurance

Your Family Office Property & Casualty Specialist works closely with your Financial Consultant to structure your home and auto insurance coverage to protect your family’s assets in the case of a catastrophic event.

Insurance

Your Family Office Insurance Specialist works in partnership with your Financial Consultant to protect your family’s wealth against life’s uncertainties.

Banking

Your Family Office Personal Banker collaborates with your Family Office team to evaluate your income and expenses and provide insight into your financial landscape.

Debt Strategies

Your Family Office Debt Specialist will collaborate with your Financial Advisor to identify financing options for reducing or eliminating debt and increasing your net worth.

Tax Planning

Your Family Office Tax Specialist will coordinate with your Financial Consultant to review your portfolio and offer guidance to better plan for financial decisions.

Asset Management

Your Family Office Asset Management Specialist partners with your Financial Consultant to define your objectives and recommend investment products that meet those goals.

Estate Planning

Your financial advisor will work with an attorney specialized in estate planning to prepare the necessary legal documents to support your wishes upon incapacitation or death.

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