A complete list of active advisors currently associated with HT Partners LLC

Warmer can help you find a great advisor at HT Partners LLC or one who fits your needs even better.

HT Partners serves high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi‑family office services. The firm also provides non‑advisory trustee, executor and fiduciary roles and may coordinate with outside legal, accounting, and trust professionals, while offering separate tax‑preparation support through an Enrolled Agent under distinct agreements. The firm structures investment advice around customized Letters of Understanding or Investment Policy Statements and manages accounts on either a discretionary or non‑discretionary basis, emphasizing diversified asset allocation across alternatives, equities, fixed income and cash and employing technical, cyclical, and option strategies where appropriate. HT Partners may recommend or manage illiquid and special assets (including private placements and closely held interests), uses periodic appraisals for valuation, and routinely works with custodians and third‑party service providers; certain arrangements such as standing letters of authorization or fiduciary appointments can result in constructive custody under SEC rules. Distinctive aspects include an affiliated accounting practice operated by a firm principal and the principals’ ownership interests in an insurance agency, with related non‑advisory referrals and services disclosed and billed separately. The firm also highlights comprehensive multi‑family office offerings and a standalone strategic wealth‑alignment planning service for clients with complex or illiquid holdings, and it reported recent material changes to its services and fee practices in its latest annual filing.

To learn more about the advisors currently working at HT Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.