The Haviland Group - Customized Financial CounselThe Haviland Group - Customized Financial CounselThe Haviland Group - Customized Financial Counsel
About Us

Our Approach To Financial Affairs Management

Our Process

Specialized Services For Business Owners

Gateway Portfolio Services

Our Client Relationships

Our Commitment To Our Clients

News and Articles

Contact Us


Our Approach to Financial Affairs Management
Click here to learn about our management approach to financial affairs.


Our Process
Click here to learn about our six process steps.

The Haviland Group - Customized Financial CounselThe Haviland Group - Customized Financial Counsel
Specialized Services for Business Owners
Specialized Services for Business OwnersOur business owner clients include manufacturers, distributors, contractors and professional service providers.

Members of The Haviland Group, LLC have advised business owners and business owning families across the United States in many of America's greatest industries in the following areas:

    Business Succession and Ownership Continuity Planning

    Family Owned Business Ownership and Management Strategies

    Business Value Protection and Value Realization Strategies

    Owner Exit Strategies

    ESOP Utilization

    Non-Business Related Wealth Accumulation

    Key Employee Retention Planning including Qualified and Non Qualified Stock Options, Phantom Stock, Restricted Stock Units, and Stock Appreciation Rights

    Establishing Functional Boards of Directors

    Qualified Plan Strategies

For many years, our founding principal, Gerard O. Haviland has enjoyed a national reputation as an expert in the field of entrepreneurial management and ownership. He has appeared as an expert witness before the Ways and Means Committee of The United States House of Representatives and before the General Law Committee of The Connecticut General Assembly testifying on matters relating to private business ownership. He has also been a featured speaker on entrepreneurial topics at numerous national conventions for business owners and graduate schools of business.


The Haviland Group - Customized Financial Counsel




The Haviland Group     30 Stanford Drive     Farmington, CT 06032     Phone: (860) 678-1414     Fax: (860) 678-1616

About Us | Our Approach to Financial Affairs Management | Our Process | Specialized Services for Business Owners
Gateway Portfolio Services | Our Client Relationships | Our Commitment to Our Clients | News & Articles | Contact Us
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