The Hill Country Group
You are considering a partnership with a team of advisors that can help you accomplish your goals.
These may include investments, financial planning, charitable giving, leaving a legacy.. or managing a meaningful transaction or liquidity event.. or access to private markets, pubic markets, lending facilities, trusts and estate planning.. and you are here to determine if our team can make a meaningful difference in your quality of life today, and ongoing for those you love.
We serve a limited number of families and companies that typically share one meaningful value.. a collective yet personal calling to leave it better than we found it. Our clients tend to appreciate an uncommon standard of excellence around tax efficiency, asset allocation, proactive service and support.
If you think we may be a good fit for your family and/or company, we would welcome a conversation.
THCG was built with intention from the ground up, seeking out first round draft picks to lead each critical discipline in a holistic wealth management framework. Our clients benefit from the collaboration across the verticals, with the following team members leading:
- Dustin - Asset Allocation & Credit
- Andrew - Implementation & Insurance
- David - Institutions & Endowments (401k, Stock Plans, Corp Benefits)
- Alex - M&A, Entrepreneurship, Pre & Post Transaction Planning
- Katelyn - Financial Planning & Chief of Staff
- Abby - Private Alternatives & Marketing
- Hannah - Brand Management, Events & Client Service
- Mandy - Wealth Structure, Estate Planning & Client Service
- Annie - Banking & Client Solutions
- Arun - Next Gen
The Wealth Management industry has gone through a number of major paradigm shifts in the 21st century including the rise of financial planning, the shift from brokerage to advisory business, active management via mutual funds to passive indexing through ETFs. Today, our team continues to harness change:
- Direct indexing with tax-loss harvesting can add after tax alpha annually while reducing concentration risk and mitigating significant future taxable events
- There is a reverse shift in the race to IPO – as today more companies source capital and growth from the private markets – and access to those markets through cutting edge alternatives platform and dedicated resource is critical
- Artificial Intelligence has very much arrived, albeit in the early innings, and we believe will provide never before seen real time potential solutions for teams who embrace it at the few firms who have the capacity, resources and commitment to develop and implement safely and effectively
- Individual financial consultants reacting to client requests have given way to strategic wealth management teams proactively serving multi-generational families and companies
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Join us for a Masters Watch Party with HPS at Driftwood Downtown. Connect with people in the Austin community, while visiting with HPS, a leader in private markets.
We'll have a taste of all the con...
Join us for our annual Mother's Day Brunch hosted in partnership with Ares, Coller, and KKR at Josephine House in Austin, Texas. This special event is dedicated to celebrating the incredible mothers i...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
