Our Services

Hightower Texas offers a comprehensive and holistic approach to wealth management for individuals, families and foundations. We offer fiduciary trust capabilities, financial planning, wealth management, and family office and private investment services.

Financial Planning

At Hightower Texas, we understand that defining and executing financial goals can be complex. We strive to understand each client’s individual financial situation, needs and goals so we can create a written plan that delivers a personalized investment strategy, focused on optimizing your wealth and realizing your dreams.

Wealth Management

Our teams develop personalized investment strategies that align with your values, tolerances and long-term objectives. We work with you to discern areas of investment opportunity, providing comprehensive portfolio management, rebalancing and ongoing monitoring and reporting.

Trust and Estate Planning

We have the resources, knowledge, and experience to help you and your family assess your estate planning needs, review estate documents and create tax-efficient wealth transfer strategies. Through Hightower Trust Services, LTA, we can further offer trustee and agent services along with other trust administration services.

Family Office Services

Hightower Texas helps sophisticated families achieve their distinct planning, investment, educational and philanthropic goals with an unwavering commitment to stewardship, excellence, and value. Our Family Office offers an array of services from administrative bill pay and tax reporting to bookkeeping and accounting services to centralize your financial affairs and help you preserve your legacy.

Private Investment Services

Our team has decades of experience deploying billions of dollars in capital from institutional allocators to external managers. We have the acumen to assess private equity and hedge fund investments, in addition to traditional investments such as mutual funds and ETFs. We can work with a variety of investment structures suitable to your needs.

Learn More About Hightower Texas

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