Halcyon Global Advisors
Halcyon is a boutique, family office that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals and families. Inventing the future of finance by revolutionizing how we develop investment management.
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Portfolio Management
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Customized and cohesive portfolio design and management is at the core of our offering. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we take the time to get to know our clients up front. We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs.
Financial Planning
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PUTTING THE PIECES TOGETHER FOR YOU
Investment management beyond the portfolio.
We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.
Your objectives are select. We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Our services are comprehensive and tailored to your life and your goals.
What We Do
At Halcyon, we deliver a full range of ideas and perspectives when constructing integrated wealth management solutions that address clients’ financial priorities. Each stage in the wealth management spectrum has an investment risk associated with it, and our dedicated team of advisors helps you, your family, and business navigate through the different phases, from wealth creation & growth, to preservation & protection, to distribution & legacy transfer.
Halcyon works with trusted professionals to provide specialized tax & estate planning for individuals, businesses owners and entrepreneurs. The planning they require involves managing financial resources through the strategic use of trusts, gifts, sales, and other income and wealth transfer methods. These methods implement family and philanthropic goals while minimizing income, gift, and estate taxes.
