A Message from Our Managing Partner
"I don’t know who else I can talk to about this."
Clients consult us regarding a wide range of issues. We welcome the responsibility and the level of trust their confidence reflects. We are often the “first call” when an issue arises and we take steps from there to work with clients and their families toward resolution.
Whether we are working with individuals, families, family-owned businesses or nonprofit organizations, our role is to provide sound advice, and to help you weigh options and make informed decisions. We want you to feel comfortable reaching out and asking questions. Our goal is to invite clients to feel at home with our team, whether the client is new to us, or a member of a multigenerational family relationship.
I invite you to contact us directly to discuss how we can be of service to you. We look forward to welcoming you to the H&B family.
Managing Partner, Director of Family Office Services
Meet Nancy Gardiner
Nancy B. Gardiner
Nancy Gardiner advises multigenerational families on wealth management, tax and legacy planning strategies that support their goals and values.