The Hill Group
Welcome
At The Hill Group, we manage our client relationships in parallel to the personalized service received at a boutique family office while utilizing the capabilities and opportunities provided by a leading global financial firm, J.P. Morgan. We pride ourselves on providing focused and customized wealth management and banking strategies to entrepreneurs, executives, venture capitalists, artists, athletes, families and institutions.
Investment Approach
The Hill Group is committed to providing support to our clients beyond their everyday wealth management needs. We provide an exceptional client experience by dedicating our time and resources to all aspects of our clients' personal and business opportunities.
We take into consideration many factors that are imperative to the clients we represent and in each key area of wealth management, such as investment, liquidity, credit management, traditional banking, retirement, tax-efficiency and legacy strategies. We are sure to weigh each with equal importance to our process.
We realize that everyone has unique needs, and we work closely with our clients to employ a disciplined process to understand those needs and tailor strategies to help them reach their near- and long-term goals.
Meet Our Team
Specialist Resources
Insights
Midterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now
Investing in Europe as recession threatens and war continues
October 20, 2022There are long-term investing opportunities aligned with policymakers’ priorities in energy transition, food security and defense.Read Now
Trusts: 3 myths and the real story behind them
October 19, 2022Make sure you understand the facts before you set up a trust.Read Now
Mobile apps want access to everything. Don't just "agree.”
October 18, 2022Apps often ask for more user information than they need. Be selective about what you allow.Read Now
Giving season 2022: 4 ways to enhance giving and make an impact
October 17, 2022Many people feel extra generous during the holiday season, while also looking to make year-end donations for tax benefits. Here are some ways you can make an impact this giving season.Read Now
Market volatility has its advantages — if you know where to look
October 13, 2022As the wild swings continue amid inflation and recession concerns, attractive entry points are emerging.Read Now
Are you maximizing your charitable giving?
October 11, 2022If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact. Read Now
What will you do if you suddenly become rich?
October 6, 2022Substantial cash inflows can be disuptive if you do not create a plan to receive and manage the moneyRead NowMidterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read NowInvesting in Europe as recession threatens and war continues
October 20, 2022There are long-term investing opportunities aligned with policymakers’ priorities in energy transition, food security and defense.Read NowTrusts: 3 myths and the real story behind them
October 19, 2022Make sure you understand the facts before you set up a trust.Read NowMobile apps want access to everything. Don't just "agree.”
October 18, 2022Apps often ask for more user information than they need. Be selective about what you allow.Read NowGiving season 2022: 4 ways to enhance giving and make an impact
October 17, 2022Many people feel extra generous during the holiday season, while also looking to make year-end donations for tax benefits. Here are some ways you can make an impact this giving season.Read NowMarket volatility has its advantages — if you know where to look
October 13, 2022As the wild swings continue amid inflation and recession concerns, attractive entry points are emerging.Read NowAre you maximizing your charitable giving?
October 11, 2022If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact. Read NowWhat will you do if you suddenly become rich?
October 6, 2022Substantial cash inflows can be disuptive if you do not create a plan to receive and manage the moneyRead Now