Hamilton Gray Wealth Management
As an advocate for the best interests of our clients and their families, Hamilton Gray Wealth Management (Hamilton Gray) is structured and conducts its business to be as conflict free, transparent, and aligned with our clients’ interests as possible.
Hamilton Gray serves as a single resource for our client families in the most important matters wealth related. The best description of Hamilton Gray’s role might be as a family CFO and business manager working closely with and coordinating the advice of each family’s attorneys, accountants, money managers and insurance advisors. Hamilton Gray provides a comprehensive wealth management solution for each client family by integrating investment strategies with a family’s wealth accumulation and transition strategies of retirement, wealth transfer, tax and philanthropic planning.
Our objective is to provide a comprehensive wealth management solution for each client family by integrating (1) our competencies, (2) planning, (3) external advisors' input and participation, and (4) monitoring, reporting & analysis resources.
Investment Advisory and Wealth Management Services:
Hamilton Gray provides fee-only investment advisory, financial planning and wealth management services primarily to individual and family clients, including their businesses, trusts, retirement plans and charitable entities. Hamilton Gray provides wealth management services to client families in two service models: (1) Wealth Management Office and (2) Multi-Family Office. Hamilton Gray considers the following factors when determining the appropriate client service model for each client: (1) the complexity of the relationship, (2) the amount of our resources needed to adequately service the relationship, and (3) the client’s net worth.
Wealth management services are provided to client families on an ongoing basis and may include, but are not limited to, the following services and advice:
Investment Strategy and Policy Statement Development
Customized Asset Allocation
Investment Portfolio Construction
Custody & Aggregated Reporting
Family Meetings & Next Generation Liaison
Business & Succession Planning
Estate Planning Review, Flowcharts and Calculations
Income & Wealth Transfer Tax Review and Planning
Philanthropy & Charitable Planning
Risk Management and Insurance Planning
Retirement Planning
Executive Compensation, Stock Options and Restricted Stock Units Planning
Family Financial and Legacy Education
Financial Consulting
Aggregated Reporting
Budgeting
Debt Management
Cash Flow Management
We currently provide services in Florida and Texas.
A copy of Form ADV Part 2 is available by clicking here.
Wise Vision. Trusted Implementation.
Hamilton Gray Wealth Management