WHAT IS HNP 360 FAMILY OFFICE SERVICES?
With HNP 360, your family is our focus and is at the center of the creation, management and transfer of your family's wealth. This program is our way of providing accredited and qualified clients with a comprehensive view of their estate. HNP 360 services will provide our families with various options of services along with the most effective investment management options and highest levels of customer service available.
HNP 360 – A COMPLETE VIEW OF FAMILY OFFICE SERVICES
CHILDREN & FAMILY
Children, grandchildren and relatives have a variety of distinct needs and related matters. From the expected to the unexpected, HNP 360 provides guidance to our clients and provides a clear path for family members through financial matters they may have through planning for education, marriage, and divorce. We are aware that every family is different, and recognize that each child, grandchild and relative has a unique set of circumstances.
HNP Capital provides advice and asset management for all areas of investments. We are Registered Investment Advisors providing fee-based advice. HNP 360 offers guidance for the family's complete wealth perspective including entire portfolios or as a percentage of investment accounts.
TRUSTS – CREATION & UTILIZATION
As part of estate planning, it may be determined that the use of a trust is the best approach. HNP 360 helps guide our clients through this complex decision-making process. We help by talking with our clients to determine the ideal trust for each situation. At that point, we will speak with your existing counsel as an advocate or recommend attorneys or firms to complete your estate trust creation. Many options exist, but our experience and understanding in this area will help lead to the right decisions for you and your family.
Experience in optimizing the transfer of assets to heirs and philanthropic entities or interests are hard to find. With HNP 360, we possess the expertise and resolve to identify the most appropriate solutions, offering a variety of options to choose from. Additionally, we will collaborate with your legal team or, if needed, find new attorneys that will meet your specific needs.
We view insurance as an important aspect of estate planning. Our team will review and provide advice on any current insurance policies you may have. In addition, we will offer recommendations and make placements of new policies – such as liability insurance, key man and group policies, and executive compensation – needed for effective planning and wealth transfer.
PHILANTHROPY & ENDOWMENTS
The desire to give is an honorable choice, and through HNP 360 we help turn this desire into a reality. Many clients seek our assistance in the arrangement of planned philanthropy and endowments. With our experience, we can offer clear structure to a desired approach in giving back to the community or other areas of interest.
WORKING WITH YOUR TRUSTED ADVISORS
We recognize that every client has established relationships with investment advisors, accountants, attorneys and a host of other possible business partners. Understanding this, we look to coordinate and work seamlessly with them – either independently or in a collaborative fashion – to maximize the client experience and positively impact every issue a client may have. We do not seek to replace existing advice unless we are asked to provide options from our network of accountants and attorneys for review.
A simple conversation with an HNP Capital representative is all it takes to get started. We will briefly introduce you to our planning process and explain how we work with the families that hire us. We look forward to speaking with you and introducing your family to HNP Capital.
Please contact us today (585) 461-6085 or email us at Support@HNP-Capital.com