Old Greenwich, CT Office

Hampshire Family Office provides discretionary and non‑discretionary investment management, financial planning and consulting, ERISA plan advisory, and selection of third‑party money managers for individuals, high‑net‑worth families, trusts, estates, qualified purchasers, and institutional clients. The firm primarily works with high‑net‑worth households and related entities and does not generally serve non‑high‑net‑worth individual retail clients.

Investment programs combine active and passive strategies with diversification across asset classes and may include tactical asset allocation, trend‑following and relative‑strength models, options, alternative investments, margin strategies for select clients, and direct indexing used for tax‑loss targeting. Hampshire Family Office tailors portfolios to each client’s objectives and risk profile, monitors accounts on an ongoing basis, and may allocate portions of client assets to independent managers or sub‑advisors.

A distinctive operational feature is that certain supervised persons are registered representatives of a broker‑dealer, allowing the firm to offer separate commission‑based brokerage services and execute trades under that arrangement in addition to its fee‑based advisory business. The firm, formed in 2022, reports managing approximately $865.6 million on a discretionary basis for roughly seventy households and does not vote client proxies, leaving proxy decisions to clients.