Are there creative ways to improve, or thoughtful ways spend to better the quality of family’s life?
HOW DOES RED HOOK ADVISE ITS FAMILIES?
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
FEE TRANSPARENCY
We serve our clients in many different ways, and we always minimize conflicts of interest. Ask us how we do that.
Assets
Clients are charged a percentage of the assets that Red Hook manages on an ongoing basis.
Consulting
Some clients have benefited from a 30-60 day analysis of their situation for a onetime consulting fee.
Flat 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?
