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HOW CAN WE HELP?

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?

Let us help

I’d like a second opinion on my investment strategy. Am I investing to my full potential?

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Are my investments coordinated with my tax and estate planning and insurance?

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Are there creative ways to improve my family’s quality of life?

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WHAT WE HAVE DONE FOR OTHERS

Successful and engaged business owner faces retirement.

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Business-building entrepreneur embraces his pay day.

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Hard-charger loves to work and doesn't want to stop.

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HOW DOES RED HOOK ADVISE ITS FAMILIES?

Red Hook advises on every component of financial health - we know that each family is a unique combination of history, needs and goals.

Reviews all family assets from the bottom up, everything from stocks and bonds to 401Ks, real estate and private investments

Coordinates investments with tax and estate planning to minimize annual taxes and maximize family inheritance

Assesses insurance needs based on your unique financial picture to provide the best protection from the unknown

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RED HOOK IS REDEFINING THE FAMILY OFFICE TO MEET UNIQUE FAMILY NEEDS

What could help improve your quality of life?


Let's Talk About The Benefits Of Sustained Charitable Giving

Let's Talk About Why Concierge or Executive Health Care Makes Sense

Let's Talk About Why It's Important To Explore Eldercare Now

Let's Discuss

FEE TRANSPARENCY

Our mission is to give the best possible advice to our clients at the most reasonable cost.

Asset Management 

Clients are charged a percentage of the assets that Red Hook manages on an ongoing basis.


Consulting

Clients may benefit from a 30 to 60 day analysis of their situation for a onetime consulting fee.

Flat Fee

For some clients, a flat fee can be the simplest and least expensive way to get the advice you need. Are you the right client?

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MEET OUR TEAM OF EXPERTS

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