HoyleCohen serves many types of high net worth individuals and families. We do not have a strict minimum requirement for assets or net worth, but some investment programs and services do have specific qualifying criteria.
We believe a HoyleCohen client is a client for life. While most reside in California, we often continue to serve them when they relocate or when their wealth passes to heirs. We are proud that the depth of our relationships and the quality of our services keep established clients, their children and grandchildren in the HoyleCohen family.