Family Office Services
Our Family Office Services help ultra-high-net-worth families navigate complex financial decisions through coordinated investment management, tax planning, estate strategies, and trust guidance. By bringing together Hightower Signature Wealth advisors, specialists, and institutional resources, we help families preserve wealth and plan confidently for future generations.
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Families with significant wealth often face greater financial complexity, making it common to work with multiple professionals, including accountants, attorneys, investment advisors, and insurance specialists. Because financial decisions rarely happen in isolation, a change in one area can create new opportunities or challenges in another. Hightower Signature Wealth Family Office Services brings together the resources of our advisors and specialists to help coordinate these moving pieces, so your financial plan remains aligned with your goals and long-term legacy.
What are Family Office Services?
Without a family office, many individuals find themselves juggling countless emails and phone numbers for their various financial specialists. It can be an exhausting and inefficient process. That’s why we’re here to help.
Hightower Signature Wealth’s Family Office Services help manage the financial lives of ultra-high-net-worth families, entrepreneurs, business owners and multigenerational families seeking a more connected approach to wealth management.
Our role is to identify the issues that matter most, coordinate the advisors and resources needed to address them, and align decisions across every dimension of a family’s financial life.
An extension of your family
Family Office Services
A commitment to your family
As your family’s financial life evolves, so do the decisions that shape your future. Our role is to serve as a trusted fiduciary and long-term partner, helping you navigate complexity with thoughtful guidance and a commitment to acting in your family’s interests. Whether we’re coordinating with your existing professional advisors or bringing additional specialists to the table, every recommendation is made with your goals, values, and legacy in mind.
Think of our team as a financial planning resource for your family, working alongside you to help coordinate your investment strategy and financial plan with your goals and your family’s future in mind.
See how we have helped guide our clients’ financial lives with clarity and purpose
Retired Senior Financial Executive at a Large CorporationWife, Parent, Mid-70sI chose the team after an extensive search because they tailored asset management to our family’s needs, including our two adult sons with special needs. Unlike our past advisors, they understood and prioritized our family’s objectives.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given to them in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Clinical Psychologist Turned Business Owner After Husband’s DeathWidow, Parent, Late 60s
I never anticipated the emotions and strong connections I have with my team. They will be there for my children when I’m no longer here. My life is so much easier having them as part of the equation.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given to them in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- Retired Human Resources ExecutiveSingle, Caretaker of Mother, Mid-60s
My advisor has played a huge role in my planning process. My transition into retirement was well thought out. They helped consolidate my company stock and investments into one place and create a plan for retirement.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given to them in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
- ENT Doctor Approaching RetirementHusband, Mid-70s
I have been a client for more than 20 years through changing markets and economic cycles. Their integrity, sound judgment, and client-first approach have earned my trust, and I highly recommend them to anyone seeking a trusted investment partner.
This individual is a client of Hightower Signature Wealth & Hightower Advisors, LLC. No compensation was given to them in exchange for their testimony. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success.
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A family office provides coordinated wealth management services for affluent families with complex financial needs. It brings together investment management, tax planning, estate planning, business advisory, risk management, and other specialized services to help families preserve, grow, and transfer wealth across generations.
Family Office Services are designed for ultra-high-net-worth families, entrepreneurs, business owners, executives, and multigenerational families seeking a more connected approach to managing their financial lives. They can be especially valuable for families navigating complex wealth, significant life events, or multiple professional relationships.
Hightower Signature Wealth’s Family Office Services include investment strategy and portfolio management, tax strategy and wealth planning, estate planning and trust coordination, business owner advisory, family governance, risk management and insurance planning, and ongoing family office administration and advisor coordination. Services are tailored to each family’s needs and objectives.
No, you do not. We frequently work alongside attorneys, CPAs, trustees, insurance professionals, and other trusted advisors. Our role is to help coordinate these relationships, promote communication across your advisory team, and support a more connected approach to your financial plan.
Our Family Office Services extend beyond traditional wealth management by integrating investment management with advanced planning, tax strategy, estate planning, business advisory, and family office coordination. Backed by the resources of Hightower Advisors, our team works together to help simplify complex financial decisions while keeping your long-term goals at the center of every recommendation.
Often, the complexity of your wealth increases as your net worth does. For example, tax burdens may begin to grow in complex ways as you enter new, specific tax brackets across assets and income. That has implications for your investment strategy, which in turn can influence your estate planning. As your financial life begins to grow, the individual components can start to have a larger impact on the other aspects, making coordination a high priority.
