Hillyer Advisory offers services tailored to the unique needs of our clients, including the following:
Assist individuals in deciding upon the most appropriate wealth management options for their unique circumstances, including the often overlooked but important choice of trustee.
Provide objective analysis of estate plans during the drafting phase with attorneys. Collaborate with existing teams of professional advisors to implement the goals and objectives of the individual, couple, or family.
Assist non-profit organizations in evaluating the pros and cons of initiating a deferred giving effort. Provide assistance in implementing a planned giving (or legacy giving) program when appropriate.