HT Partners

What HT Partners does

HT Partners LLC is a privately held, boutique wealth advisory firm headquartered in Centerbrook, Connecticut, operating under the DBA "HT Partners Family Wealth." Co-founded and managed by Peter J. Decker and Christopher J. Koehm, with Devin C. Bourque serving as CIO and Member, the firm is a five-person team (supported by two additional Wealth Advisors) that delivers fee-based, values-driven financial planning and multi-family office services to high-net-worth multi-generational families, widows, and entrepreneurial clients facing liquidity events or business exits. Its service platform is organized around three core "journeys" — Multi-Generational Wealth Transfer Planning, Wealth Management for Widows, and Business Transition & Exit Planning — and is supported by integrated modules including values-based goal setting, investment management, insurance and risk coordination, estate and trust administration, tax coordination, cash flow and wealth management, and special asset consulting.

The firm's technology stack is non-proprietary and built entirely on third-party custodian and portal partners (Orion Advisor, Charles Schwab, eMPlan, Wealth.com) for client account access, reporting, and planning. There is no proprietary platform, no disclosed AI/ML capabilities, and no APIs or developer-facing products. Content marketing is a core go-to-market motion, with a resource center, blog, video library, quarterly market highlights, and financial calculators on the website, funneling prospective clients into discovery calls scheduled via Calendly. The firm is a fiduciary, charges negotiable fee-based advisory fees with annual billing, travels to meet clients across the U.S., and operates independently with no parent company, outside investors, or disclosed subsidiaries.

Name

HT Partners

Legal name

HT Partners LLC

Website

https://htpartnersfamilywealth.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

HT Partners LLC is a boutique, fee-based wealth advisory firm in Centerbrook, Connecticut, serving high-net-worth families, widows, and entrepreneurs through values-based financial planning, multi-family office services, and third-party portfolio and custodian platforms.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Wealth management advisory
• Multi-family office services
• Estate planning coordination
• Investment management services
• Financial life transition planning

Headquarters

HQ city

Centerbrook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Based Advisory Services: HT Partners operates as a fee-based financial advisor. Fees may be negotiated based on particular client needs. The firm offers multi-family office services tailored to the needs of complex families.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

HT Partners LLC is a boutique wealth advisory firm that delivers fee-based, values-driven wealth management services to high-net-worth multi-generational families, widows, and entrepreneurs. The firm bundles investment management, estate and trust coordination, tax coordination, insurance and risk management, and multi-family office services around three flagship practice areas: Multi-Generational Wealth Transfer Planning, Wealth Management for Widows, and Business Transition & Exit Planning. Advice is delivered through consultative discovery calls, in-person meetings across the U.S., and client portals integrated with Orion Advisor, Schwab, eMPlan, and Wealth.com.

Product overview

HT Partners is a boutique wealth advisory firm offering a unified values-based wealth management platform with three core service areas: Multi-Generational Wealth Transfer Planning, Wealth Management for Widows, and Business Transition & Exit Planning. These are supported by integrated service modules including Investment Management, Insurance & Risk Management, Estate Planning Coordination, Tax Coordination, Cash Flow & Wealth Management, and Special Asset Administration. The firm also provides Multi-Family Office Services for complex family needs, enabling coordination across financial advisors, CPAs, attorneys, and other professionals. The platform delivers personalized financial guidance through client portal integrations with Orion Advisor, Charles Schwab, Emaplan, and Wealth.com.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-Generational Wealth Transfer Planning Values-based wealth planning service for affluent families focused on connecting them to their values and intentions during wealth transitions across generations. Transforms inherited wealth stewardship into personal ownership through governance structures and intergenerational communication.
• Wealth Management for Widows Specialized financial guidance for surviving spouses managing their financial life independently for the first time, starting with understanding existing assets and building clarity to support future decisions.
• Business Transition & Exit Planning Advisory service for entrepreneurs navigating business exits and liquidity events, addressing both financial readiness for the transaction and the personal identity and purpose transitions that follow.
• Multi-Family Office Services Comprehensive multi-family office services for complex families, coordinating work across CPAs, attorneys, trustees, private bankers, and property managers to deliver a unified wealth strategy.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• CPAs, Attorneys, Trustees, Private Bankers, Property ManagerscoreStrategic or Co-development PartnerProfessional network of advisors that HT Partners collaborates with to create unified, efficient wealth strategies across all disciplines for complex families. The firm offers multi-family office services that coordinate these relationships.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Gresham Partners: Multi-family office providing integrated wealth management, investment advice, and family governance services to ultra-high-net-worth families — directly comparable to HT Partners' multi-family office service offering.
• Oxford Financial Group: Midwest-based wealth management firm specializing in comprehensive financial planning, investment management, and family office services for HNW families — comparable boutique-to-mid-size RIA with similar multi-generational focus.
• Cassaday & Company: Independent, fee-only wealth management firm headquartered in the Mid-Atlantic serving HNW individuals and families with multi-generational planning, investment management, and tax coordination — directly comparable to HT Partners' boutique advisory model.
• Aspiriant: Independent, fee-only RIA serving HNW individuals and families with holistic financial planning, investment management, and tax services — comparable boutique RIA operating with similar multi-disciplinary model.
• Ballentine Partners: Multi-family office providing bespoke wealth management, investment advisory, and family office services to HNW families, including succession planning and multigenerational wealth transfer — directly mirroring HT Partners' core offerings.
• Corbett Road Advisors: Boutique wealth advisory firm offering personalized financial planning, investment management, and family office services to HNW clientele — closely comparable to HT Partners in size, service mix, and target segments.

Broad incumbents

• Moneta Group: Independent RIA offering wealth management, investment advisory, and family office services to HNW individuals and families — comparable in services and client base but operating at significantly greater scale than HT Partners.
• Cerity Partners: Large multi-family office and wealth management firm offering comprehensive services including investment advisory, tax, estate planning, and business exit services — operates in HT Partners' category but at much greater scale and broader service breadth.
• Creative Planning: One of the largest independent RIAs in the U.S., providing financial planning, investment management, and wealth advisory to HNW clients — a broader incumbent that competes across the same value propositions as HT Partners.

Emerging players

• Farther: Tech-forward RIA platform providing financial planning and investment management to HNW clients through a digital-first model — an emerging competitor that pressures traditional boutique RIAs like HT Partners on technology and client experience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ht-partners-llc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HT Partners