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Family Office Services

CENTRALIZING YOUR FINANCIAL AFFAIRS & HELPING YOU PRESERVE YOUR LEGACY AND SPEND YOUR TIME WISELY

As your wealth grows, so do the complexities associated with managing it. Whether the cause of a significant increase in your net worth is the sale of a business or an inheritance, your responsibilities as the head of household often become more time-consuming, complex and overwhelming. The more you acquire, the more time you must devote to management and oversight. It’s the ultimate paradox—more wealth means more to manage, and more to manage means less time to devote to enjoying wealth. The value of our family office services lies in the ability to identify these pain points for you and solve the paradox of wealth.


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INVESTMENT SOLUTIONS

• Portfolio Management
• Defined Benefit | Contribution
• Alternative Investments
• Stock Option/Restricted Stock
• Real Assets
• Liquidity | Banking
• College Funding



ESTATE TRANSFER PLANNING

• Estate Overview
• Tax Minimization
• Charitable Gifting
• Beneficiary Designations
• Trust Services
• Life Insurance Consulting
• Valuation Services



RETIREMENT PLANNING

• Cash Flow Planning
• Withdrawal Strategy
• Social Security and Medicare Evaluation
• Business Succession



BUSINESS PLANNING

• Cash Management
• Investment Banking
• Business Valuation
• Succession Planning
• Legal Work
• Corporate Governance
• Key Man | Buy-Sell



RISK MANAGEMENT

• P&C Liability Overview
• Legal Structuring | Entity Formation
• Health Care Evaluation
• Long-Term Care



REAL ESTATE

• Investment Property Considerations
• Property Management Services
• Commercial & Residential Brokerage Services
• Lending & Mortgage



ACCOUNTING

• Bookkeeping
• Tax Planning
• Bill Paying
• Debt Management
• Balance Sheet Preparation
• Tax Return Preparation
• Budget & Spending
• Cash Flow Monitoring | Reporting



PLANNING & LIFESTYLE

• Finance Oversight
• Family Governance | Education
• Personal Banking
• Travel Planning Assistance
• Private Charter (Yacht & Air)

Does your wealth management experience need an upgrade? Whether you want to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.

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Web Accessibility Policy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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