Why Choose Hutchinson Family Offices?
For over thirty years, Hutchinson Family Offices has been committed to making a difference in our clients’ lives.
Your most trusted advisor.
At Hutchinson Family Offices, we are first and foremost committed to our clients and their families, delivering honest guidance, objective advice, and excellent service. Working with a select number of affluent families, we work closely with our clients, offering private wealth management and family office services that may offer order, simplicity, and financial confidence.
We offer our clients:
We offer our clients:
A diverse team of professionals that brings a unique mix of specialties and experience to proactively serve our high net-worth families.
An independent model that provides us the freedom to offer unbiased solutions and allows us to focus solely on our clients’ individual goals.
A single-minded devotion to our clients, keeping our promises, delivering excellent service, and holding ourselves accountable to do what we say we’ll do.
A holistic approach that allows us to build an open and trusted relationship with clients where they feel comfortable enough to share their concerns and goals.
Service Model
Service Model:
At Hutchinson Family Offices, we take a three pillar approach to serving our clients; service, communication, and education.
Financial, Estate, Family, Life and Business Services
Our comprehensive approach to wealth management is your pathway to truly customized financial solutions for you and your family.
- Asset Minimum – Accredited Investor Status
- Financial planning
- Access to our entire Hub of Services
- Access to our adviser-led team of industry professionals, including accountants, estate and tax attorneys, insurance specialists, and more
- Tax Advisory and Preparation Services
- Family members and heirs are welcome at appointments
Communications
Because we anticipate your complex needs, frequent communication is a fundamental expectation.
- Quarterly reviews (virtual meetings available)
- Monthly outbound calls with firm Partner and senior adviser team
- Telephone and email support
- Secure online statements and document storage
- Valuable advice and education delivered to your email inbox and home
- 24/7 online account access
Education and Client Support
Your financial well-being includes more than just financial planning. We strive to educate, entertain, and help build memories.
- Invitations to educational events, webinars, and annual client appreciation event
- Invitations to exclusive VIP events
- Milestone celebrations
- Concierge services and lifestyle advice (significant acquisitions, vacation planning, quality of life enhancements, career counseling, etc.)
Our Core Values
Our Core Values
We will honor truth.
We will conduct ourselves with honesty and integrity at all times and at all costs.
We will acknowledge our mistakes and shortcomings, and do all that we can to work toward lasting reconciliation and binding trust.
We will value our tradition to serve.
We will regard each of our relationships as a valuable asset.
We will pursue excellence relentlessly.
We will champion a long-term perspective.
We will endeavor to produce exceptional results through experience, creativity, and hard work.
We will meet our fiduciary responsibilities to our clients and those we serve.
We will develop relationships and foster teamwork.
We will create a learning environment that harnesses and releases both individual and corporate talent.
We will give our people the skills and resources to sharpen their capabilities and the authority necessary to carry out their responsibilities.
We will respect the dignity of every individual.
We will recognize that every person is unique and his or her contributions hold value.
We will motivate each other to be the best we can be by listening with compassion and challenging without judgment.
We will encourage faithful stewardship.
We will hold ourselves accountable for the wise use of our gifts.
We will make the most of our time, talents, and resources.
We will maintain a healthy balance in our lives between serving our families, our clients, and our community.
Community Support
Community Support:
Our community is important to us. In 2023, we will be focusing the majority of our service with Greensboro Urban Ministry.
In 2022, our team volunteered over 155 hours and contributed over $24,500 in our community!
We are blessed beyond measure and want to make sure blessing our community is a top priority.
– Sherry Campbell, CEO
Request an Appointment
Request an Appointment
With our 15 minute phone consultation, we will get to know you, your family, and goals to see if your family is a good fit for our specialized advisors.