Asset Allocation
Constructing and dynamically managing customized investment portfolios that seek to achieve your short and long-term financial goals
Manager search & due diligence
Open source, non-proprietary, best of breed
Tax Planning
Employing proactive tax strategies to minimize the impact of federal, state and local taxes on your family's wealth
Retirement
Ensuring that you have adequate funds to support your retirement lifestyle
Personal Financial Planning
We work with each of our clients to clarify their personal financial goals for themselves and their families. By intimately learning our clients’ history, philosophy and perspectives, we create a personalized financial plan that is tailored to their unique levels of risk tolerance and cash flow requirements.
Investment Consulting / Asset Management
Our team provides objective investment advice. We take an in-depth, analytical approach in screening investments, creating customized portfolios and providing macro-economic, financial and investment research.
Asset Allocation & Portfolio Construction Strategy
All of our portfolios are developed as a function of our clients’ specific goals and risk tolerances. We take a long-term, preservation focused, investment approach coupled with sensitivity to clients’ liquidity and cash flow needs.
Tax Minimization / Optimization
We believe the measure of investment success is not necessarily what you make, but rather what you keep. With this in mind, we employ tax optimization techniques in the management of client portfolio’s.
Solutions for Corporate Executives & Business Owners
We specialize in advising C-level executives on the complex financial situations they face such as restricted stock and option based compensation, non-qualified deferred compensation, cash management, and shareholder optics surrounding divestitures.
10b5-1 Sales Plans for Executives of Public Companies
We advise executives and board members of public companies on the design and implementation of 10b5-1 Trading Plans. Based on a detailed planning process and factoring the various forms of equity ownership, we can design a plan to help meet the specific objectives of the officer.
Family Office Services
For many wealthy families the preservation of the family and its values is as important as the preservation of its wealth. We assist clients in developing a family mission statement, next generation financial education, and bill pay/cash flow management.
Wealth Transfer & Income Planning
We work intimately with individuals, their families and advisors to design the most appropriate wealth transfer strategies.
Philanthropic Giving Assistance
We conceptualize and help create philanthropic strategy for our clients, including the establishment of private foundations, charitable remainder trusts, and donor-advised funds and trusts.
Risk Management
As successful investor’s, our clients face a myriad of risks not necessarily directly related to their investment portfolio. We work with each family to identify and minimize exposures that may adversely impact their financial plans.
Private Banking and Lending Services
We work to offer tailored cash management services, payment services and lending solutions to enhance our client’s liquidity and flexibility.
Insurance
Our team focuses on managing liabilities and other obligations to help ensure long-term financial stabilization. We work to provide an added layer of protection for client’s specific responsibilities and exposures while educating clients on managing insurance needs to help maintain and preserve wealth.
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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