Experience Makes all the difference
The Hilton Group's mission is to help affluent investors make smart decisions regarding their money so they can spend more time doing what they love. We do this by acting as personal chief financial officers to our clients. We accomplish this by using a consultative process to identify our client's current financial situation and challenges. Our team then collaborates with the client's other trusted advisors to design solutions for the client's wealth management challenges and obstacles so that they may attain their financial goals as well as their life goals.
The Hilton Group Wealth Management at UBS Financial Services focuses our practice on a select number of clients for whom we can provide customized and tailored wealth management strategies. We utilize a consultative process. Jamie limits his working with new clients to those who can invest a minimum of $5,000,000 with The Hilton Group. Our wealth management process helps our clients to free their mind of the financial minutiae so they can focus their time, talent and resources on what is most important to them. The Hilton Group's Consultative Wealth Management Process focuses on five Key Areas: Wealth Preservation, Tax Efficiency, Inter-Generational Wealth Transfer, Risk and Liability Mitigation, and Charitable Planning