Advice and Portfolio Soultions

At Mountain Hill Investment Partners we help clients navigate some of the most important financial decisions of their lives—from selling a family business, divesting from or investing in real estate, to managing the complexities of RSUs and large holdings of public equity.

Our approach is hands-on and highly personalized. We work closely with our clients and their advisors to review deal structures, navigate transaction documents, and ensure every detail aligns with long-term financial goals; these moments are more than just numbers and documents though —they’re deeply personal. That’s why we take the time to understand your concerns and the legacy you’re working to build.

Our team is experienced, thoughtful, and invested in your success. Managing Partner Andy Kaiser draws on decades of deal-making to offer the kind of perspective and calm guidance that only comes with experience. Clients rely on him not just for technical expertise, but for judgment and care during high-stakes moments.

We’re here to make sure you feel informed, supported, and confident—every step of the way.