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.
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.
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.
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.
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.
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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