Chapin Hill Advisors, Inc.

Overview

The firm reports that its primary clients are in New York City, Westchester County, and Fairfield County, with additional clients across the United States, Puerto Rico, Bermuda, and other countries. Chapin Hill invites prospective clients to schedule a complimentary initial consultation.²³

History

Kathy Boyle founded Chapin Hill Advisors in 2000 after working at investment firms on Wall Street.⁴

Leadership

Kathy Boyle is President and Founder of Chapin Hill Advisors.⁵

Services

Chapin Hill works with privately held and family owned businesses on financial, estate, and succession planning. The firm helps business owners plan for an outright sale or a transition to family members, partners, or employees.⁶

For small businesses and solo entrepreneurs, Chapin Hill develops business and personal planning strategies that can include plans to increase revenue and profitability. For larger businesses, it offers a directory of trusted professional resources to support planning and execution.⁷

The firm also provides divorce planning. Its work may include evaluating mediation, collaborative, or litigation processes; reviewing net worth and future expenses; and assessing the tax effects of potential settlements. Chapin Hill coordinates with attorneys, mediators, forensic accountants, valuation experts, realtors, and bankers to build a coordinated financial strategy.⁸

What the firm offers

• Tax planning
• Estate planning
• Business owner services

Client Focus

Chapin Hill serves families, closely held businesses, high net worth individuals, and not for profit organizations. Its business planning work is designed for privately held and family owned companies, small businesses, solo entrepreneurs, and larger businesses.¹⁶⁷

Approach

The firm says its planning approach connects business growth with the owner’s or family’s personal financial goals.⁹

Registration

The SEC Form ADV record identifies the legal entity as CHAPIN HILL ADVISORS, INC., with the primary business name CHAPIN HILL ADVISORS and CRD number 115732.¹⁰

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.