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What We Do

At Hightower Texas, our goal is to provide customized solutions that align with your objectives.

OUR SERVICE OFFERING

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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.

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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.

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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.

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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.

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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.

Learn More About Hightower Texas

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Web Accessibility Policy

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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