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Our Services

As a family-led business, The Hollander Group is particularly attuned to the financial needs of high-net-worth families. We understand your needs, challenges, and goals, because we have complex lives and family goals as well.

Our job is to employ the most sophisticated advanced planning strategies on your behalf, allowing your decisions and actions in these matters to become simple. Our goal as your trusted financial partner is to make managing your wealth and well-being as easy as possible for you. With our commitment to continuing education in advanced planning strategies, we are always in a position to take advantage of the latest strategies and opportunities in wealth management.

We pride ourselves on the strong, professional relationships we have built with the families we serve. With over 90 years of combined wealth management experience, our primary satisfaction remains helping multi-generational families build strong, secure futures and create lasting legacies.

Family Wealth Advising

Strategic Financial & Retirement Planning

  • Goal Setting
  • Cash Flow Analysis
  • Income Strategies
  • Asset Accumulation Strategies
  • Social Security Strategies
  • Divorce Planning
  • Coordination with Tax and Legal
  • Professionals

Charitable Gift Planning

  • Gifting Strategies
  • Charitable Trusts
  • Private Foundations
  • Donor-Advised Funds
  • Qualified Charitable Distributions

Estate Strategy

  • Document Review
  • Incapacity Planning
  • Family Gifting Strategies
  • Estate Tax Modeling
  • Wealth Transfer and Distribution Strategies
  • Trust, Trustee and Personal Representative Services

Tax Strategy

  • Strategic Investment Placement
  • Roth Conversion Analysis
  • Legislative Updates
  • Tax Return Reviews

Investment Lending Solutions

  • Customized Portfolio Strategies
  • Fiduciary Advisory Services
  • Alternative Investments
  • Private Equity
  • Security-Based Lending Solutions
  • Cash Management Services

Educational Funding Strategies

  • Needs Analysis
  • 529 Plans and Education Savings Accounts

Insurance Planning

  • Lifetime Income Strategies
  • Tax and Estate Strategies
  • Long Term Care
  • Disability Insurance

Business Owner & Corporate Services

Business Retirement Plans

  • Qualified Plan strategy, Implementation and Support
  • IRA Based Solutions
  • Non-Qualified Deferred Comp

Business Succession Services

  • Succession Planning
  • Equity Structure Analysis
  • Buy/Sell Funding
  • Valuation Discount Analysis
  • Key Person Insurance

Business Sale Strategy & Services

  • Merger & Acquisition Analysis
  • Sale Advisory
  • Investment Banking Services
  • Business Valuation Services
  • Equity / Bond Offerings

Lending Services

  • Security-Based Lending Solutions
  • Liquidity Solutions

Executive Services

  • Stock Option Analysis & Execution Strategies
  • Stock Option Exercise Services
  • Restricted Stock Services
  • Rule 144 Stock Sales
  • 10b5-1 Trading Plans

Foundation & Endowment Services

Portfolio Planning

  • Investment Policy Analysis
  • Risk Tolerance Assessment
  • Asset Allocation Review

Cash Management Services

  • Check Writing
  • Direct Deposit Services
  • Insured Deposits and Money Market Funds

Portfolio Solutions

  • Customized Portfolio Strategies
  • Fiduciary Advisory Services
  • Ongoing Reporting & Monitoring

Speaker Resources & Development Resources

Complimentary Second Opinion Consultation

We help families and businesses plan for whatever life throws their way – now more than ever. With so much economic and social disruption, the notion of making sound and thoughtful financial decisions that bring you closer to your goals can seem daunting. Having a trusted partner to put your financial plan in place is invaluable.

If there is anything you’re worried about during these unprecedented times – or if you’d simply like a second pair of eyes to confirm your plans make sense in the current environment – please reach out to our team. We’d be happy to talk to you about your goals and values and offer a complimentary review of your plans.

Learn More About Working With Us