During the nearly six decades that Howland Capital has been managing assets for high-net-worth and ultra-high-net-worth individuals, it has been guided by this maxim: “founded on family, built on trust.”
SPONSORED CONTENT IN PARTNERSHIP WITH HOWLAND CAPITAL
Those values – family and trust – have been embedded in the Boston-based firm’s DNA ever since the Howlands started their family office in 1967.
The decision to manage their own wealth led to the establishment of the firm, which today is headed by Weston (Tony) Howland III, the son of the founder.
As word of the venture spread, the firm began managing outside capital; today its team of 38 professionals handles $4 billion in assets for clients across 39 states and 10 countries.
“We’re unaffiliated, privately owned and committed to remaining independent for generations to come,” says Peter Dixon, who is the firm’s president and chief investment officer.
The team focuses on tailored, custom approaches that can span generations. Those approaches encompass portfolio management, values-driven planning, estate and trust services, tax planning and filing and philanthropic advisory.
“Investment management is at the heart of our firm, but our work extends beyond the portfolios. We serve our clients and their families by helping them navigate important financial decisions across generations,” Dixon says. “Our mission is to help wealth serve as a positive influence, not a source of stress. We meet each client where they are. We work to understand each client’s needs and help them as they face different challenges or opportunities over the course of their lives.”
Howland Capital also frequently interacts with clients’ outside teams, which range from accountants to trust attorneys and insurance providers.
“We see ourselves as fitting into the puzzle wherever our clients need us,” Dixon says.
While helping clients navigate everything from saving for retirement, selling a business, and strategizing multi-generational transfers to introducing the next generation to their role in family wealth, Howland Capital acts as an adviser.
The same values-driven and holistic perspective drives the firm’s Foundation Services team to help steward assets responsibly, allowing them to serve communities and generations to come.
“We know our clients and their families very well,” Dixon says, adding that clients frequently invite their Howland advisers to celebrate important milestones, such as graduations and weddings. “Founded on family, built on trust is not just a tagline. It’s something that we all live by.”
Recently, for instance, members of the Howland Capital team traveled to Maine to meet with three generations of a family that included a college junior who was about to turn 21 and come into a large sum of money.
“We understand the younger generation’s financial lives are both separate from and intertwined with their parents’, and we work to help them navigate this relationship as a great gift and not a huge burden,” Dixon says. “Oftentimes, we are called into family meetings to help educate the younger generations on things like the responsibility that comes along with wealth.”
Howland Capital’s financial strategies can help clients plan for themselves and their descendants over the long term.
“We strive to build relationships that span generations, giving clients confidence that their children and grandchildren may have access to continuing support and thoughtful guidance as wealth, responsibilities and family goals evolve over time,” Dixon says.
Disclosures:
Investment advisory services involve risk, including the possible loss of principal. Past performance is not indicative of future results. The experiences, services, and relationships described herein may not be representative of every client experience and should not be construed as a guarantee of any particular outcome. The expertise and experience described do not ensure that any client will achieve a particular result or avoid losses. Some services, such as tax preparation and filing, incur an additional fee.
This is a paid feature that was prepared with the cooperation and approval of Howland Capital Management. As mentioned in the article, Peter Dixon is compensated Partner and President of Howland Capital Management and his endorsement of Howland Capital’s services presents a material conflict of interest.