How does the advisor help clients – Key Takeaways:
HAMPSHIRE FAMILY OFFICE is a top-tier financial advisory firm that has been serving its clients for over 30 years. They offer personalized and comprehensive financial services to high-net-worth individuals, families, and institutions. With a team of experienced and dedicated advisors, they provide their clients with strategic financial advice and solutions tailored to their specific needs and goals.
Facts and Insights
The following table summarizes key facts and insights about HAMPSHIRE FAMILY OFFICE:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion* | 50+ | 30+ years |
*Based on publicly available data.
Financial Services Offered
HAMPSHIRE FAMILY OFFICE offers a wide range of financial services to help their clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- Trust and fiduciary services
- Family office services
- Philanthropic planning
Client Types
HAMPSHIRE FAMILY OFFICE caters to a diverse clientele of high-net-worth individuals, families, and institutions. Their clients include successful entrepreneurs, business owners, corporate executives, and multigenerational families. They also serve endowments, foundations, and charitable organizations.
Fees & Compensation
As a fee-based advisory firm, HAMPSHIRE FAMILY OFFICE is compensated through a combination of fees and commissions. The specific fee structure is agreed upon with each client and is based on the services provided. This transparent and client-centric approach ensures that the firm’s interests are aligned with those of their clients.
Background
HAMPSHIRE FAMILY OFFICE was founded in 1990 and is headquartered in New York City. The firm has a team of experienced and highly qualified advisors who bring a wide range of expertise and perspectives to their clients. They are committed to providing exceptional service and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
HAMPSHIRE FAMILY OFFICE is registered with the Securities and Exchange Commission (SEC) as an investment advisor. As such, they have a fiduciary duty to act in the best interests of their clients and to disclose any potential conflicts of interest. They also have a clean disciplinary record, with no disclosures or regulatory actions against them in the past 10 years.