Customized
Wealth Strategies
We deliver custom tailored wealth solutions, exclusive access to private investments, and high-touch personalized service to help entrepreneurs, executives, and multi-generational families preserve wealth, capitalize on growth opportunities, and optimize their time to pursue what’s most important.
The Hollencrest Advantage
-
Empowerment
Designed, aligned, and driven to protect the best interests of our clients with highly personalized service.
-
Expertise
Decades navigating dynamic market conditions and an extensive understanding of each asset class.
-
Exclusivity
Direct access to private investment opportunities from our vast network and deep institutional relationships.
Innovative. Comprehensive. Integrated.
We deliver a broad and robust range of customized services and creative ideas that align with each client’s specific risk and return profile, income requirements, tax exposure, and investment goals.
Wealth Advisory
Comprehensive wealth management, investment management, and financial planning services.
Private Investments
Exclusive access to real estate, private equity, private debt, venture capital and other alternative investments with deal flow curated by our senior private investment committee.
Family Office
Access to tax & estate planning, legal advisory, family governance, philanthropy, lifestyle & concierge services.
Business Advisory
Mergers & acquisitions, succession planning, risk management, tax and other capital market strategies and advisory services to unlock value for executives and entrepreneurs.
Your Long Term Partners
Our team’s depth and breadth of expertise across several disciplines, our deep commitment to long term client relationships, and our vast network of partners allow us to provide an exceptional experience to our clients. We are proudly committed to a culture of integrity and hold ourselves accountable to the highest standards.
