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Blending personalized white-glove service with premier tools, offerings and technology, we unify, clarify and safeguard our clients’ interests so they can enjoy more, experience more and impact more – all while worrying less.
Our exclusive offering gives you personalized service built around your lifestyle and preferences.
As a business that grew directly out of Cozen O’Connor’s Private Client, Trust and Estates Group, HomeBase is built to partner with you, your family and your team.
Using premier technology and tools, we give you a complete, integrated view into your assets. The result is more insight and control to help you make more of an impact with your wealth.
Chair, Private Client,
Trusts and Estates Practice
Chief Operating Officer,
Ancillary Business Units
Client Relationship Manager
Client Relationship Manager
Client Onboarding Project Manager
Get in touch for a confidential conversation about how HomeBase can help unify, clarify and safeguard your interests.
+1 (215) 665-4657
One Liberty Place
1650 Market Street – Suite 2800
Philadelphia PA 19103