Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations.
The Story of Hoopoe
To that end, we set up charitable trusts to support the non-profit where a small portion of the families’ assets were invested. That led us to stumble upon the reality that:
While many families have become very successful more recently, they have not had the time to develop a comprehensive strategy to steward their wealth, save on taxes, organize their philanthropy, and develop a plan to pass it on to their loved ones without losing a lot in taxes. Additionally, many large financial institutions do not take the time to truly understand the values and needs of such families and customize a wealth strategy accordingly.
Thus our firm was born.
FULL SERVICE, HIGH-NET-WORTH WEALTH MANAGER
We are a full-service, high-net-worth wealth manager, helping successful families increase their impact in their communities, and focus on what truly matters in their lives.
COMPREHENSIVE WEALTH STRATEGIES
We create comprehensive wealth strategies covering: investments, trusts & estate planning, philanthropy & foundations, life insurance, retirement, education planning and more.
FOCUS ON INVESTING AND GROWING YOUR WEALTH
As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services-without the obligation to sell any particular investment or brand - keeping our focus solely on your wealth management and legacy objectives.
We provide the intellectual capital and resources needed to offer a strategic approach to your investment objectives. We leverage independent fundamental research from more than 70 senior analysts covering more than 1,000 companies in select industry sectors. We provide efficient trading and access to stocks and ETFs; more than 12,000 mutual funds from more than 250 families; fixed income inventory from hundreds of dealers; and over 200 alternative investment opportunities, including: real estate and private equity. Additionally, we provide access to approximately 100 experienced institutional money managers in separately managed accounts.
With advanced experience and knowledge in retirement plan design and implementation, we provide turnkey solutions to individuals and business owners looking to establish or modify an existing plan. Vehicles include IRAs, Defined Benefit Plans/Pension Plans, 401k/403b, and Profit Sharing Plans.
Trusts & Estates, Insurance and Asset Protection
In concert with our in-house attorney, we draw on our long-standing relationships with experienced, top-tier accounting and legal firms, insurance brokers and professional trustee service providers. We can also partner with existing experts whom you have come to know and trust.
Philanthropy and Non-Profits
We devise advanced solutions to help benefit your charities more sustainably than through a direct donation, while minimizing income and estate taxes, and potentially supplementing your retirement income. Vehicles include private foundations, donor-advised funds, and various types of charitable trusts.
Cash, Credit and Lending Solutions
We arrange: lines of credit collateralized by eligible securities (non-margin lending), margin lending (offering fast, easy access to cash and competitive interest rates), cash management tools (Visa Platinum Card, check writing, bill pay, etc.), and cash sweep options.
Our TeamWe are a full-service, high net worth wealth manager.
The Hoopoe bird is an auspicious symbol in many cultures representing integrity, loyalty, intelligence, vision and industriousness. In the prophetic story of Solomon (Suleiman), the Hoopoe was Solomon’s loyal scout -looking for opportunities far and wide to grow the kingdom’s resources.
The Hoopoe was particularly concerned with how the kingdom could do good more broadly. The Hoopoe bird was brilliant and willing to think outside the box, such that even Solomon at first did not realize the value of the opportunities the Hoopoe found.
The Hoopoe bird brought tremendous wealth to Solomon’s kingdom, and even more importantly, brought him the opportunity to partner with the wise Queen of Sheba (Saba) and her wealthy kingdom. Together they became a tremendous force for good.
ResourcesWelcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Boston, MA 02118