The Hill Group at Morgan Stanley

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The Hill Group

OUR MISSION STATEMENT

The Hill Group serves as the CFO for a select number of successful professionals and high net worth families. We provide comprehensive financial management and stewardship to help ensure that all of our clients achieve their long-term objectives.

Our Story and Services

Our Story and Services


We work with our clients to develop and execute detailed, individualized long-term strategies for growing, protecting and, ultimately, transferring assets to future generations.

 

We build a strong relationship with each person and family, an achievement we believe is possible only with a family office practice. For this reason, we choose to work with a limited number of clients.

 

We are a focused team that works cohesively to provide each client with a high level of service. We embrace working hard for our clients, employ a rigorously analytical methodology in solving problems, and pay scrupulous attention to detail.

 

We draw upon our extensive and diverse industry experience, as well as the deep intellectual capital and resources of a global firm, to address the complex financial issues our clients encounter. These issues call for creativity, thoroughness and thoughtfulness.

 

 

Services Include

  • Wealth Management
  • Estate Planning Strategies
  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Cash Management
  • Trust Accounts
  • Life Insurance
  • Lending Products
  • Philanthropic Services


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Meet The Hill Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Hill Group today.

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