Although we thoroughly enjoy the benefits of serving a wide range of clients in multiple industries, we invest our time specializing in the following areas:
PRIVATE AND FAMILY-OWNED COMPANIES
Entrepreneurial owners and family-owned businesses have unique needs that transcend the normal day-to-day business requirements. Issues often arise requiring more than just the standard economic decisions. From entry to exit, there are many priorities that evolve and events that occur that can distract owners away from what they need to focus on most - the success of the business. Poorly compiled financial statements, incomplete tax advice, and lack of experience and insight relating to succession and overall financial planning amongst other pitfalls can lead to a lack of important information that can result in serious consequences or missed opportunities. We have over 85 years of experience serving privately owned companies and their families.
Some require transparency to satisfy stakeholders while keeping up with evolving regulatory changes, while others are concerned with expanding, divesting, merging, and planning for succession or simply a practical tax structure that is customized and responsive to evolving needs. What's consistent is that they have a big responsibility, and an important job to focus on. Whether it's clients, patients, or the general public that you are looking after, all you need is to be able to do what you do best while letting us handle the rest.
We focus specifically on the following:
- Insurance brokerages
- Investment management companies
- Law firms
- Marketing, design, and advertising firms
- Medical professionals
- Supply chain including wholesalers and manufacturers
Hilborn has over 85 years experience serving these particular segments and understands the business and personal issues that go along with them - so much that almost all of our new clients in these areas have been referred to us. Our team is knowledgable, confidential, practical, and available. We provide that sense of comfort that keeps you focused. We commit to providing practical advice without sacrificing progressive thinking.
NOT FOR PROFIT
Governance and transparency are more important than ever. Hilborn LLP is a well respected name associated with many well-known not-for-profit organizations, for both the support and financial reports we provide.
Member-based organizations and associations are different from other businesses. Somewhere between not-for-profits and corporations, these organizations have obligations to the members they serve as well as their respective regulatory bodies.
Since our inception, we've helped not-for-profit's stay compliant with changing regulations, as well as helping them control costs, mitigate risk, and manage the expectations and needs of their stakeholders. This is why many recognizable organizations stay with Hilborn LLP, and have confidence in the clarity and accuracy of information delivered to help them through the next steps.
We focus specifically on the following:
- Government organizations
- Member based organizations including self-regulatory colleges, golf clubs, and trade associations
- Foundations and charitable organizations
TRUSTS AND ESTATES
Our partners have a reputation as capable advisors to the business and financial community. Hence, we are often appointed to be trustees – carrying out the wishes of the settlor (or deceased) to the extent permitted by the law - of testamentary and inter-vivos trusts.
Integrity, wisdom, and experience mark the characteristics of a valueed trustee, and we've had years of experience in this area related to estate and trust administration matters.
An important tax and estate planning technique may involve the establishment of a discretionary Family Trust. We are well versed in this area and can help you establish a Family Trust in the right circumstances and explain the benefits to you.
Whether you require services related to account preparation for passing by the courts, inventory and valuation of assets and liabilities at the date of death or maintaining estate and trust books and records, we can help. We can provide monthly, quarterly, or annual reports to beneficiaries, investing assets for ongoing trusts, preparing and reviewing trust and estate tax returns as well as providing advice related to terminal returns.