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.
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)
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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