Professional Financial Services for Professionals Who Know

Serving business owners, senior executives and professionals, and trustees with advanced planning needs, we offer informed oversight to enhance families’ personal financial well-being: Saving time, adding convenience, creating clear strategy and ensuring expert implementation in the face of complex challenges.

Who We Serve

• Successful business owners, entrepreneurs, senior executives, other professionals and their families seeking to apply our Science of Wealth Management™ into their investment and/or business assets
• Financial, legal and accounting professionals in particular
• Trustees seeking advanced planning for the trusts & estates they manage
• Other individuals, families and trustees facing complex financial situations (typically beginning at $2 million in assets)

What Can We Do for You?

As a professional Portfolio Management firm, we are positioned to take on your highest financial interests creating, executing and overseeing highly customized, integrated financial strategies to guide you through the obstacles, onward to your clearly defined goals.

All of our clients are unique. Their financial affairs are impacted by differing family influences, levels of wealth and external realities.

Common Challenges:

Difficult business planning and portfolio issues; over-concentrated, illiquid assets; complex structural or financial situations; lack of holistic expert advice; disparate, conflicting input.

Hanover Has Helped With:

• Developing integrated business continuation strategies for privately held companies.
• Developing business and financial risk mitigation strategies.
• Structuring and negotiating foreign exchange hedges.

Common Challenges:

Regulatory and compliance oversight impact personal financial dealings; corporate compensation packages requiring advanced expertise; challenging personal financial circumstances for you and your family … never enough time!

Hanover Has Helped With:

• Managing executive deferred compensation, optimizing tax efficiency and addressing liquidity needs.
• Hedging (minimizing risk exposure) and/or selling concentrated positions in public companies.
• Developing supplementary executive benefits program to augment primary benefit packages.
• Determining optimal solutions for complex retirement arrangements involving multiple pensions and international jurisdictions.
• Presenting synthesized financial overviews for busy senior executives.

Common Challenges:

Responsibly stewarding and distributing trust assets to entitled beneficiaries; managing high-end investment, tax-planning, legal and structural issues and/or financial situations; coordinating multiple professional advisors.

Hanover Has Helped With:

• Managing investments with an eye toward balancing preservation and income-growth interests.
• Optimizing holding company cash withdrawals, terminal tax payments and more.
• Constructing debt-reduction strategy for over-leveraged accounts.
• Establishing structured spending-control trusts for spendthrift family dependents.
• Establishing long-term discretionary support trusts for disabled dependents.
• Implementing real estate purchases to manage estate taxes owed abroad.
• Establishing governance structures to protect beneficiaries’ interests.

Common Challenges:

Managing myriad family influencers, family wealth components, business concerns and external realities toward realizing unique lifetime goals.

Hanover Has Helped With:

• Harnessing the right-sized services available in our multi-family office to address the varied financial needs of professionals and their families.
• Offering a distinct, encompassing circle of private client care.
• Alleviating time constraints and complexities that stand between our clients and their unique goals.