Signature Moves – From Managing Complex Wealth to Planning for Generations
The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.
Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.
Meet Mike Brown, Managing Director at Hightower Signature Wealth.
Signature Move
Helping multigenerational families navigate the complexities of significant wealth with perspective and direction.
Who This is For
Your family has significant wealth that extends across multiple generations. As you look ahead, you’re thinking more intentionally about how that wealth is used and who you want it to benefit.
- You want to enjoy the lifestyle you’ve created while being thoughtful about preserving what you have over time
- You’re considering when and how to provide for children, grandchildren and future generations without losing sight of your own needs
- You want someone you trust who understands your family, stays close to what’s happening in your lives, and can help you think through important financial decisions as they arise
You’re looking for more than investment advice. You want a trusted relationship with someone who knows your family and can help you manage the financial and personal considerations that come into play over the years.
Where You Are Today
Your family is financially well positioned, but managing everything that comes with it has become increasingly complex. You want an approach that helps brings structure and coordination to it all.
What You’re Going Through
Significant resources can create more choices, but they can also raise questions that don’t always have simple answers. What makes sense for one person, one generation or one moment may not make sense for another.
- Different generations may have different approaches to spending and financial responsibility, creating considerations that extend beyond any one person
- The way assets are invested, structured and eventually transferred can shape how well they serve the family over time
- Market headlines and outside opinions can create pressure to react, even when staying focused on your strategy may be the better course
Not every situation calls for the same answer. Having an experienced perspective can help you weigh the alternatives and make decisions with the broader interests of your family in mind.
Mike’s 3-Step Approach
1. Establish family priorities – take a comprehensive look at resources, lifestyle and priorities to understand what the family needs today and what they want to accomplish over time.
2. Put the right structure in place – look across investments, trusts, estate considerations and taxes to help protect what the family has and support the outcomes they’re working toward.
3. Stay proactive and involved – maintain regular communication across the family and revisit the strategy as new needs, opportunities, and considerations arise.
Signature Perspective
“Managing significant wealth is about more than the numbers. It’s about knowing the family, staying close to what’s happening in their lives and being there as circumstances change.” – Mike Brown
What You’ll Experience
- A high-touch relationship built around personal attention, regular communication and a genuine understanding of what’s important to your family
- A grounding presence who can help cut through outside noise, weigh different options and keep important decisions in perspective
- Guidance that considers how today’s choices may affect the people and generations that follow
Where You’ll Be Tomorrow
You move from carrying the complexity of significant wealth to having a strategy built around what you want for your family today and in the future.
Connect With Mike
If you’re navigating the complexities of significant family wealth and planning across generations, talk with Mike.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
Find answers to your questions about Hightower Signature Wealth
Hightower Signature Wealth is a fiduciary wealth management practice that provides investment management, financial planning, estate strategies, insurance, and banking solutions. We work with families, business owners, professionals, women, and retirees across more than 40 offices nationwide. Our advisors take the time to understand your financial priorities, develop a plan around your goals, and adjust that plan as your life and circumstances evolve.
Hightower Signature Wealth provides a broad range of wealth management services designed to address different aspects of your financial life. Our capabilities include investment management, financial planning, retirement planning, estate strategies, insurance and risk management, banking solutions, and charitable giving strategies. By considering these areas together, our advisors can develop a coordinated approach based on your goals, priorities, financial circumstances, and plans for the future.
Hightower Signature Wealth advisors work with a broad range of clients, including women, families, business owners, professionals, retirees, and high-net-worth individuals navigating major life or financial transitions. Rather than applying a generic playbook, each advisor tailors the plan to a client’s specific goals and current stage of life – from early-career decisions to multigenerational wealth transfer.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means they are committed to acting in their clients’ interests when providing investment advice. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
Hightower Signature Wealth has more than 40 offices nationwide, allowing our advisors to serve individuals, families, and organizations across the country. Depending on your location and preferences, you may be able to work with an advisor locally or connect with a team in another market. Visit our Locations page to explore our office locations, learn more about the teams in each market, and find an office near you.
Getting started with Hightower Signature Wealth is simple. Complete our online contact form with some basic information about yourself and what you are looking for, and we’ll connect you with an advisor who can discuss your needs and financial priorities. That initial conversation is an opportunity to learn more about our approach, ask questions, and determine whether working with a Hightower Signature Wealth advisor may be a good fit.
Your first conversation is an opportunity for us to learn more about you, your financial circumstances, and what you hope to accomplish. An advisor may ask about your goals, current investments, family considerations, business interests, and other priorities that could influence your financial plan. You’ll also have an opportunity to ask questions, learn about our approach, and discuss what working together could look like.
