Going Beyond Advice
Significant wealth brings numerous opportunities – as well as many complex challenges. The Relationship Managers at the Wealth and Family Office help ensure you have the hands-on attention you need to navigate your wealth with confidence. Whether it’s developing a comprehensive financial plan and coordinating with your attorney and tax advisors, helping you transfer your business to the next generation, planning your philanthropic approach, or orchestrating your estate, we offer wealth management and family office solutions customized to your needs.

To maximize the potential of your investment portfolio, your Relationship Manager leverages our proprietary Core and Satellite and Large-Cap approach and long-term holding philosophy to design a plan that caters to your financial needs and helps you reach your wealth goals.
Wealth & Family Office Solutions
Financial Planning
Your relationship manager works hand in hand with our Financial Planners to create a personalized roadmap, based around your needs and goals or those of your family, to help build long-term financial stability.
Trust and Estate Services
Working in collaboration with the Hilliard Lyons Trust Company, your relationship manager helps you build your legacy, whether you’re passing down wealth to the next generation, or establishing a fund for your philanthropic efforts.
Business Solutions
Drawing on the expertise of Hilliard Lyons’ Investment Banking professionals, your wealth manager offers a broad spectrum solutions for your business, including
M&A advisory, business valuation, capital raising and transition planning.
Family Office and Concierge Solutions
As a boutique firm dedicated to providing the highest level of tailored wealth management and concierge services exclusively to high-net-worth individuals, families, and business owners, we understand the importance of providing a level of service that goes beyond what’s expected.
Our Investment Solutions
HLTC Large Cap Equity Strategy
Our Large Cap Equity strategy invests in companies with sustainable competitive advantages and compelling valuations with the perspective of a long-term business owner.
HLTC Core + Satellite Strategies
Our Core + Satellite approach refines the discipline of identifying and managing risk. Our Core + Satellite structure divides capital and allocates risk among investments and asset classes, allowing us to seek additional returns while optimizing risk.
Our Professionals
Yano Touma, CTFA
Senior Vice President | Director, Wealth and Family Office
Yano Touma, CTFA
Senior Vice President | Director, Wealth and Family Office
Yano has more than 18 years of experience in the industry, focusing on all aspects of wealth management.
Yano holds a bachelor’s degree in economics from Denison University and an MBA from Bellarmine University. He has also earned Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association. Yano is also Series 7, 66, and insurance licensed. Yano is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, TX, VA, VT, WA.
Kathy Harrison
Senior Vice President and Relationship Manager
Kathy Harrison
Senior Vice President and Relationship Manager
Kathy has more than 40 years of experience in the wealth management and trust industry. Her experience includes fiduciary tax, trust operations, compliance and risk management, mutual funds marketing, product development, portfolio management, and most recently, relationship management.

Kathy attended the University of Louisville and over her years in the industry has participated in and completed several educational opportunities provided through the ABA. She is Series 7 and 66 licensed. Kathy is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, VA.
Rob Crady, CTFA
Senior Vice President and Relationship Manager
Rob Crady, CTFA
Senior Vice President and Relationship Manager
Rob has over 18 years of experience in the wealth management and trust industry where he has served in various roles including Trust Administration and Client Advisor.

Rob graduated from the University of Kentucky with a degree in economics and has received the Certified Trust and Financial Advisor (CTFA) designation from Americans Bankers Association. He is also Series 7, 66, and insurance licensed. Rob is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, TX, VA.
Our Perspective
Hilliard Lyons' dedicated Investment professionals monitor the current financial, economic and political landscape to help deliver timely investment and market insights and solutions that the Wealth and Family Office use as a foundation to provide sound holistic financial advice to our clients, neighbors, and communities
Wealth & Family Office