Professional Asset Management
We specialize in trust department management and high-level wealth management for client families focusing on long-term estate planning, family governance, philanthropy, asset management, and business-succession planning.
Welcome to Pearson Hall, Inc.
We a private consulting firm designed to provide holistic and independent advice to individuals serving in a fiduciary capacity.
The concept of holistic and independent advice is based on open and direct communications.
Our particular experience in the trust world has given us a heightened recognition of the dynamics within each of the families we serve. We do not just observe or listen. We also ask the proper questions — even the tough ones. We are always mindful of the complexities that can exist when family members are also working in a family business.
Our objectivity is our credibility — and we will not compromise it.
We do not sell securities or any financial products. We do not receive compensation from any source other than the client. Hence, our clients can trust that the advice we provide remains objective — uninfluenced by any consideration other than the pursuit of best outcomes for each client.
Building relationships is an integral part of what we do; relationships across generations, meant to last generations. We would not and could not have it any other way.
We value the friendship of our clients and understand their passion for family, employees, companies, and causes.
Our Advantage
Being a Trusted Advisor to you and your family is at the core of our concept of holistic and independent advice. As trusted advisor, we offer you the...
Resources
Part of what makes Pearson Hall, Inc. an effective planning solution is our ability to look at the entirety of your financial situation and show you the correlation between your ownership...
Our Services
Our focus is on stewardship, and sustaining and transitioning wealth. We guide, advise, and direct the wealthy or high-net-worth family in a variety of services designed to create...
Latest News
Monthly Updates to Friends of the Firm.
Monthly Update to Friends of the Firm. The Bear Awakes in Europe Global equities led by weakness in Europe and Asia are now officially in bear market territory (down more than 20% from the highs). U.S. stocks (as measured by the S&P 500) are approaching this level as they closed…
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Pearson Hall Inc. is a new concept; we started this business in June of 2008 after years working within a large bank system. So, we get a lot of�. just what is it you all do? Given this is the first in a series of commentaries and client up-dates it…
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