PERSONALIZING INVESTMENT ADVICE
Let’s talk about how a changing world can improve your investing outcome
IMAGINING YOUR FAMILY'S FUTURE
Let’s talk about how a changing world can improve your vision of your family’s future
REDEFINING THE FAMILY OFFICE
Let’s talk about how a changing world can improve your family’s quality of life
With a history that began over 40 years ago, we know that personalized advice is what works best. How can we help you realize your goals?
I'd like a second opinion on my investment strategy. How am I doing?
Are my investments coordinated with my tax/estate planning and insurance?
Are there creative ways to improve, or thoughtful ways spend to better the quality of family’s life?
Successful and engaged business owner faces retirement.
Business-building entrepreneur embraces his pay day.
Hard-charger loves to work and doesn't want to stop.
Red Hook advises broadly--but each family is unique in its experiences, history, and needs.
Reviews all family assets from the bottom up, everything from stocks and bonds to 401Ks, real estate and private investments
Coordination of investments with tax and estate planning to minimize annual taxes and maximize family inheritance
Complete review of existing and needed insurance to provide protection from the unknown
What could help improve your quality of life?
We serve our clients in many different ways, and we always minimize conflicts of interest. Ask us how we do that.
Clients are charged a percentage of the assets that Red Hook manages on an ongoing basis.
Some clients have benefited from a 30-60 day analysis of their situation for a onetime consulting fee.
For some clients, a flat fee can be the fastest- and sometimes least expensive way to get the advice you need. Are you the right client?
Chief Investment Officer
Vice President of Client Services