Hon Capital Group creates bespoke solutions for high-net-worth families’ needs.
WORKING WITH YOUR TEAM OF ADVISORS
Hon Capital Group can work closely with your full advisory team to help guide your financial future. Each discipline brings a unique perspective to your tax, portfolio design and investment planning picture. By combining the expertise of various professionals, you can increase the likelihood of achieving your goals.
OUR WEALTH MANAGEMENT PROCESS
- Accessing your unique needs, objectives, risk tolerance, time horizon, experience and wealth profile
- Understanding family dynamics
- Net-worth and cash flow needs analysis
- Tax and estate planning needs
- Open architecture used to customize strategies, select managers and deliver flexible solutions to suitably meet your needs
- Liquidity and risk management strategies
- Estate investment planning, wealth preservation and transfer strategies
- Education expense planning, if applicable
- Strategic and tactical asset allocation
- Coordinating investments within the asset allocation
- Rebalancing strategies and strategic tactical adjustments
- Tracking and reporting
- Accountability and transparency
- Ongoing portfolio allocation and performance reviews
- Consolidated reports for all your Wells Fargo Advisors accounts
- Market updates
- Continual dialogue with attorneys, accountants and other advisors
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.