Signature Moves – From Family Business Success to Wealth That Supports Your Family’s Future
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 Andrew Connors, Managing Director at Hightower Signature Wealth in Cleveland, OH.
Signature Move
Helping family business owners connect the success of the company to a broader strategy for family legacy, succession, and future choices.
Who This is For
You’ve spent years building a successful family business, and much of your family’s time, attention, identity, and financial success may still be tied to it. As the business grows and the next chapter comes into focus, you’re beginning to think more intentionally about what that success means for your family’s financial future, your legacy, and the choices ahead.
- Much of your family’s wealth may still be tied to the business, and you want to create greater flexibility outside of it
- You want to understand your options for the business well before your family has to make decisions about ownership, leadership, succession, or a potential transition
- You’re weighing the financial impact of different paths for the business alongside what each choice could mean for your time, health, and long-term wealth
You’re looking for an advisor who understands the realities of owning a family business and can help you make thoughtful decisions across both the company and your family’s broader financial life.
Where You Are Today
Running a family business means constantly addressing what needs attention today while also protecting what your family has spent years building. Important financial, ownership, and succession decisions can easily get pushed down the list until suddenly they require action.
What You’re Going Through
The success of your family business has created opportunities, but it can also create trade-offs. The best financial outcome on paper isn’t always the best outcome for the family, the business, or the legacy you want to preserve.
- The business may represent a significant portion of your family’s net worth, leaving less liquidity and flexibility outside of it
- Your family may have several paths available for the future of the business, but each path may affect ownership, leadership, family members, and financial outcomes differently
- You’re beginning to weigh continued growth and financial upside against other finite resources, including your time, health, family relationships, and the way you want to live
The goal isn’t necessarily to maximize every dollar. It’s to understand your family’s options well enough to make decisions based on what you value most and what will serve the people connected to the business over time.
Andrew’s 3-Step Approach
1. Know where the family stands – build a complete picture of family net worth, liquidity, ownership, and the value of the business to understand how much financial strength exists both inside and outside the company.
2. Understand your family’s options – evaluate the different paths available for the business and what each could mean financially and personally, whether that involves continued family ownership, a future sale, a leadership transition, a transfer to the next generation, or another strategy.
3. Decide what works for the family – look beyond the headline value of the business to understand what each path would actually mean for family wealth, lifestyle, relationships, leadership, and future flexibility, then identify any adjustments needed to make that path work.
Signature Perspective
“At the end of the day, wealth is a tool. The question is, what do you want to use it for? You have time, health and wealth, and the right decision often means weighing all three.”
What You’ll Experience
- A broader view that brings your family business and personal financial picture together, helping you see how decisions in one may affect the other
- A trusted sounding board who can help your family think through complex choices, introduce new ideas, and navigate important conversations with clarity
- Candid conversations that go beyond the numbers to consider the trade-offs between wealth, time, family, legacy, leadership, and other personal priorities
Where You’ll Be Tomorrow
You move from having your family’s financial world revolve around the business to having the clarity and flexibility to make decisions based on what works for the business, the family, and the future you want to create.
Connect With Andrew
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.
