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Mission Statement

At Palisades Hudson, our loyalty lies with our clients. We offer objective, comprehensive advice and customized solutions that cater directly to their financial goals. Our compensation comes exclusively from our clients, and is based on a fair and transparent fee schedule prepared in advance.

Our personalized attention and complete transparency allow us to build lasting relationships with our clients and their families. Meanwhile, our knowledgeable and accessible staff and our access to institutional-quality investment managers enable us to deliver the results our clients deserve.

We strive to provide impartial information and advice that promotes our clients' financial security, the well-being of their loved ones, the satisfaction of their legal obligations, and the achievement of their philanthropic goals.

For more information, we invite you to read our Founder's Letter.