"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."
The Hill Group

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."
About The Hill Group

At The Hill Group, we manage our client relationships in parallel to the personalized service received at a boutique family office. We couple this with the capabilities and opportunities provided by J.P. Morgan, an industry-leading global financial firm. Our team prides itself on providing focused and customized wealth management and banking strategies to entrepreneurs, executives, venture capitalists, artists, athletes, families and institutions.

Attentive and personalized
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.
Comprehensive strategies
We take into consideration many factors that are imperative to the clients we represent and in each key area of wealth management. Our group is sure to weigh each with equal importance to our process:

• Investment
• Liquidity
• Credit management
• Traditional banking
• Retirement
• Tax-efficiency
• Legacy strategies

Our process-driven approach
We realize that everyone has unique needs and we work closely with our clients to employ a disciplined process to understand those intentions and tailor strategies to help them reach near- and long-term goals.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Outlook

Bubble or bliss? Why we think stocks could grind higher.

March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.