HEWITT WEALTH MANAGEMENT

Charles H. Hewitt serves as President and CEO, overseeing the firm's investment philosophy and client relationships. His son, H. Blair Hewitt, is Executive Vice President and participates in portfolio construction and research. The firm maintains an in-house investment team rather than relying solely on external investment committees, though the exact split of decision-making authority between the two principals is not publicly detailed.

Client acquisition appears entirely referral-driven, consistent with a multi-decade private advisory practice in the New York metropolitan area. The firm does not advertise, maintain a visible content marketing presence, or participate in industry rankings. The client base was historically built from families who accumulated wealth in financial services and corporate executive roles in the Northeast corridor.

It operates as a multi-family office advising multiple unrelated families, though the firm is itself a family-run enterprise. The Hewitt family — Charles and Blair — own and operate the advisory business, a structure sometimes called a family-run MFO. This is distinct from a single-family office that exclusively manages one family's capital.

Yes. The firm's multi-asset approach includes private equity and real estate exposure, typically accessed through limited partnership commitments to third-party funds. Direct co-investments and proprietary deal-by-deal vehicles are not a known part of the strategy. Specific fund relationships or vintage-year commitments have not been publicly disclosed.

Unlike a private bank where advisors may manage hundreds of relationships, the Hewitt practice constructs individually tailored portfolios for a concentrated number of families. The firm does not distribute proprietary bank products, has not taken outside capital, and retains full ownership within the Hewitt family — a structural independence that large bank-affiliated multi-family offices typically cannot match.

The succession is already in motion: Blair Hewitt has assumed the Executive Vice President role alongside his father Charles. The firm has not announced external hires or a private equity transaction that would signal a near-term ownership transition. The second-generation presence suggests continuity of the practice under family control for the foreseeable future.

Revenue is generated through asset-based advisory fees on the discretionary portfolios it manages for client families. The firm likely also charges separate fees for financial planning and tax coordination services. No publicly reported revenue or margin figures exist for the privately held practice.