Your Family Office

Family Offices were originally created by ultra-wealthy families to manage all of their financial needs. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate all financial activities. Today, families demand a sophisticated, professional and comprehensive service provided by a multidisciplinary team of specialists whose sole aim is to address the increasing complexities of managing wealth in a constantly changing world. At Hantz Group, we embrace this holistic approach. Your Hantz Financial Consultant will coordinate the ongoing management of your financial services and consolidate them, ultimately saving you time and unneeded stress. By having these relationships managed centrally, you can feel confident that your Family Office will give you the personal attention and expertise to help you meet your financial goals.

Financial Planning

  • Financial Profile
  • Long-term Goals
  • Income Tax Planning
  • Retirement Planning

Property & Casualty Insurance

  • Home Insurance
  • Auto Insurance
  • Liability Insurance

Insurance

  • Life and Disability Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Banking

  • Checking Accounts
  • Savings Accounts
  • Certificates of Deposit
  • Consumer Loans

*Banking services provided by Hantz Bank, member FDIC.

Debt

  • Debt Planning
  • Mortgages
  • Credit Cards

Tax Planning

  • Tax Deferral Strategies
  • Tax Credits
  • Deductions
  • Income Tax Returns

Asset Management

  • Mutual Funds
  • Annuities
  • Brokerage Services
  • Managed Accounts
  • Direct Participation Programs

Estate Planning

  • Distribution Goals
  • Estate Tax Concerns
  • Estate Documents*

*Legal services provided by outside legal counsel.