For over 37 years we’ve guided high-net-worth individuals, families, trusts, foundations and endowments throughout changing economic landscapes and market cycles.

Life’s Financial Journey

It Begins with Your Goals and Objectives

Your Needs. Our Mandate.

Tailored Financial Solutions To Support Your Desired Lifestyle.

ADVISOR VOICES

Investment Management

We construct diversified portfolios customized to your specific risk tolerances and changing economic environments.

Financial Planning

Our team will conduct an in-depth review of your personal values, motivations, finances, investments, and business affairs to develop a plan that is customized to your life. Integrated and long-term planning is key.

  • Asset and Liability Assessment
  • Portfolio Analysis and Investment Education
  • Lifestyle Cash Flow Planning
  • Retirement Planning and Insurance Review

Trust and Estate Planning

A thorough estate plan includes a host of family essentials, including gifting and estate transfer, end of life planning, guardianship of underage children, the stewardship of assets, philanthropic desires, and more.

Philanthropic Advisory Services

Give More. Save More. We advise simple, flexible and tax-efficient ways to support your philanthropic desires.

Retirement Planning

Our team will look to maximize your resources in a tax-efficient manner so you can achieve the retirement you want.

Family Office Services

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 our clients and solve for the paradox of wealth.

Liquidity Event Planning

Although an initial public offering or sale of a closely held business may position you to accumulate substantial wealth, a liquidity event will often produce new tax and legal obstacles. If properly planned for in advance, many of these new challenges can be effectively addressed.

Foundation and Endowment Advisory Services

As your outsourced Chief Investment Officer, we offer planning and asset management solutions to non-profit organizations, ranging from private foundations to organizational endowments and retirement plans. From meticulous portfolio construction and investment diversification, to investment policy construction and compliance monitoring, our team assumes investment management responsibilities.

“If it’s not good enough for us, it’s not good enough for our clients.”
- Richard Saperstein ( Chief Investment Officer )

The Partners invest our personal capital side-by-side with our clients in the same investment strategies.

Our advice is
personalized
to YOU.

No two investors are alike, and we believe a portfolio should reflect that. We design and manage customized portfolios, adjusting for changes in family, business and a Foundation’s circumstances. Whether you’re still working and saving, or retired and focused on your Endowment, our customized strategies are developed to meet your unique needs across all major asset classes.

WITH STREET SMARTS

Portfolios typically reflect a multi-strategy approach, including Core Fixed Income, Market Related and Less Market Related investments, and where appropriate, Special Situation investments.

Our advice is unconflicted. When allocations include equity and/or alternative strategies, we’re open-source and typically engage outside portfolio managers. We select the most appropriate manager or managers within each asset class on the basis of your return objectives, tolerance for risk, and liquidity requirements.

SINCE 1983

Our wealth management practice is distinguished by the legacy of trust we have earned among generations of clients.

Our greatest satisfaction comes from working with the grandchildren of our earliest clients.

Speak with Our Barron’s Top-Ranked Team Today.

Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org

Copyright ©2019 HighTower