Greenhill Financial Partners

Greenhill Financial Partners advises individuals and families — including trusts, estates, retirement accounts, and related household accounts — and accepts some business or entity clients when appropriate. The firm offers financial planning (project-based and ongoing), investment management, divorce financial planning, and advisory services on certain fee‑based annuity contracts.

The firm describes a planning‑driven investment approach that uses asset allocation, diversification, model portfolios, unified managed accounts, and third‑party sub‑advisers as appropriate; managed accounts are generally discretionary, with routine rebalancing implemented without transaction‑by‑transaction approval and significant strategy changes discussed when practicable. Greenhill has formalized distinct service paths (complimentary introductory calls, limited‑scope strategy sessions, one‑time project plans, ongoing complete planning, and divorce planning) so the scope, authority, and monitoring vary by engagement.

Noteworthy differences from many peers include the emphasis on short, educational client engagements and a dedicated divorce planning track as formal service offerings, rather than only traditional onboarding and ongoing investment management. The brochure also discloses ongoing advisory/servicing payments from a broker‑dealer for pre‑existing annuity contracts and notes the firm’s willingness to aggregate household accounts and tailor engagement formats, which are operational features that may be material for prospective clients.