Empowering Families to Navigate Financial Complexity

We have been serving large families with complex situations since our beginning and recognize the unique goals and challenges they face.  We offer an unparalleled combination of service and creative expertise tailored to the distinct needs of our family office clients.

Our clients leverage the breadth of Horizon Investment Research to construct customized investment solutions driven by our clients’ specific long-term objectives. Through our consultative approach, we continuously develop innovative investment solutions to serve the evolving needs of our clients.

Family Office Solutions:

Investment
Strategy &
Oversight

Estate &
Tax Planning

Multi-
Generational
Wealth Planning
& Education

Net Worth &
Performance
Reporting

Philanthropic
Planning

Trusteeship
Services