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WHAT'S NEW?
See Philip Toffel's
e-book on the Why's and What's of establishing Sustainable Family Enterprises
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View our latest Webinar - Sage Hill Investment Strategies for a Volatile Market here
For a copy of Philip J. Toffel's book Musings…What Do Successful Families Do, please click here to request
Our Sage Hill Reflections...
Key Questions
for the Business Owner
For you as a family business founder, developer, worrier-at-three a.m.-er, and successful "strategizor"...
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Sage Hill advises on greater than $1 billion of assets as a family office
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Welcome to Sage Hill Family Office
Sage Hill serves as the family office for select, highly successful families. We serve as the confidante, counselor, advocate, strategist, and manager for multi-generational families. Our advocacy incorporates providing for the best-in-class tactical professionals in legal estate planning, creditor protection, income tax, investment management, risk protection, accounting, and benefits planning with all segments being seamlessly coordinated. Our basis points x net worth fee structure is frequently accommodated by the fee savings enjoyed by our tactical professionals’ fee reductions.
Our client relationships are always completely confidential and highly personal. While we are accomplished technically in multiple financial and legal areas, we believe that sustainability of family wealth turns on strong emotional intelligence as well as technical intellect.
We welcome a confidential conversation with you. Please feel free to reach me directly at 518.225.4136 or at ptoffel@sagehilladvisory.com.
For me and for our family, Phil was able to move mountains. He was able to guide us in a manner that put us in a position to transition from first
generation to second generation and beyond in an efficient manner and left all stakeholders feeling good about the outcomes.
- Michael K. Hamra, Chairman & CEO of Hamra Enterprises. Hamra Enterprises is one of the largest franchisees of Wendy’s and Panera Bread in The United States. (Mr. Hamra and his family are clients of Sage Hill Family Office; he has received no compensation nor other benefits for this testimonial)
We have come to think of Sage Hill as the trusted guardian of our financial well-being. They have proven to us that they have the knowledge and experience necessary to preserve and protect our hard-earned wealth. They have impressed us with their willingness to spend a lot of time getting to know us. We value their financial management skills and like them as the smart, caring, thoughtful people they are. They obviously love their work and we love the individual attention they give us. You can’t put a price on this. We consider our decision to move our account to Sage Hill as one of the smartest things we have ever done.
- Dennis, Retired Senior Corporate Executive of a Major Financial Services Company (Dennis and his family are clients of Sage Hill Family Office; he has received no compensation nor other benefits for this testimonial)
We have spent our careers working with clients just like you – successful people who lead fast-paced lives. Our clients look to us for advice on growing and preserving financial assets and preparing to transfer wealth to heirs. Our mission is to enable you to have a disciplined, thoughtful, practical plan...i.e. strategic-tactical-execution-management...experience...with results.
The Sage Hill Mission
Our uncompromising mission is
- to always put our clients' interests first
- to advocate on behalf of our clients with third party sub-advisors and product providers
- to collaborate with other professionals to achieve results for our clients
- to be technically thorough
- to evaluate and sensitively guard our clients' financial well-being against risk of loss
- to assume proactive responsibility towards achieving action and results
- to always be humanly responsible and sensitive to the very important impact of our counsel and management upon our clients' personal lives and family relationships
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Securities transactions are offered through Halliday Financial, LLC, Member FINRA/SIPC.
All other services, including the financial advisory and investment advisory business of
Sage Hill Advisory and Management LLC are provided independently by Sage Hill Advisory and Management LLC.
Client Relationship Summary
Check the background of this firm on FINRA’s BrokerCheck.
Sage Hill Advisory & Management
October - April | Brez at Atlantic Crossing, 40 NE 7th Avenue, Suite 464, Delray Beach, FL 33483
May - September | 55 Railroad Place, Suite 201, Saratoga Springs, NY 12866
Phone: 518.763.6338
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