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 help 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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