A Business-like Approach to the Family's Cash Flow

Do you experience stress over managing your family’s cash flow? Cash flow management is a source of stress for most wealthy families, especially when a large, unexpected cash outlay arrives.

HA&W Wealth families have the option of letting our financial professionals handle those stressful situations for them. We help you strike the delicate balance between having adequate cash available each month and minimizing the amount that earns little or no interest.

Our team develops a schedule of anticipated cash outlays, which covers everything from mortgage payments and college tuition to capital contributions for your business. By staying in contact with you on a regular basis, we strive to avoid large, unexpected cash outlays. We seek to establish layers of liquid assets that provide returns commensurate with the expected dates of liquidation. At month’s end, we report outlays made during the month and those we are scheduled to make in the future.

If an unexpected outlay comes up during the month, just call our Concierge Service and let us worry about how to resolve the matter. It’s a wonderful way to relieve stress.