and Executives

We are an independent wealth management firm with deep resources and institutional expertise, proudly committed to helping our clients shape legacies and stay wealthy.

Our Firm

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.

Our Services

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.

Our Team

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.

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