What We Do

Expert strategy and dedicated support tailored for every family, at every stage.

- Enterprise-wide risk identification and control

- Comprehensive operational and governance frameworks

- Continuous monitoring for evolving threats

- Fraud and cyber protection protocols

- Insurance and liability review

Focused risk oversight forms the backbone of wealth preservation. Our team brings decades of experience designing and implementing robust controls, ensuring each family's assets and reputation are always safeguarded.

- Succession structuring and guidance

- Multi-generational wealth continuity solutions

- Custom family trusts and holding structures

- Preparation for inheritance events

- Cross-border legacy expertise

Effective transfer of wealth demands clarity, structure and foresight. Hartzler Family Office’s personalized plans ensure families navigate complex transitions with confidence, keeping ambitions alive for generations.

- Coordination with banks, custodians and service providers

- Document and records management

- Payment, reporting and compliance support

- Vendor and partner oversight

- Streamlined communications for family and business matters

Operational excellence is fundamental to our promise. We streamline all aspects of administration and partnership management, so families remain free to focus on vision and long-term priorities.

- Structuring and facilitation of regular family meetings

- Agenda creation and circulation

- Succession and governance discussions

- Education on family office initiatives

- Documentation and strategic follow-through

Communication is the engine of successful family offices. We expertly plan and lead meetings, building unity and guiding complex conversations toward clarity and consensus.

- Charitable vehicle setup and management

- Impact strategy and evaluation

- Legacy planning through philanthropy

- Governance for private foundations

- Reporting on charitable outcomes

Philanthropy aligns values with action. Hartzler Family Office develops tailored giving strategies and manages philanthropic activity, empowering families to create meaningful impact alongside financial success.

- Holistic portfolio review and reporting

- Tailored investment policy development

- Global asset allocation strategies

- Due diligence and manager selection

- Ongoing performance analysis

Sound investment is the heart of enduring legacy. Our team designs, monitors and refines investment strategies with an unrelenting focus on each family's objectives and risk appetite.

- Coordination of travel and lifestyle arrangements

- Asset and property oversight

- Personal staff selection and supervision

- Access to exclusive networks and services

- Event and experience curation

Managing the exceptional requires attention to every detail. From property to personal, Hartzler Family Office delivers seamless lifestyle management and privileged access, allowing families to enjoy their success with ease.