As your wealth grows, so do the complexities associated with managing it. More wealth means more to manage, and more to manage means less time to devote to enjoying your success.
Hightower LakeWater’s family office services institutionalize the management of your family’s affairs, and more importantly, give you the freedom to do what you want to do—not what you have to do.
Shift many of the personal challenges and burdens that result from significant wealth to our team. We assume the burden of administering the governance and financial affairs of your household, providing the institutional knowledge and continuity that your family needs.
Our services foster communication with and alignment of the second and third generations in your family. We facilitate discussions about your family legacy, as well as estate planning, wealth transfer, family philanthropy, and more.
High-touch, white-glove service standards marked by excellence and responsiveness
Transparent fee structure
Flexible, customizable service offering based on your lifestyle and financial needs
Fiduciary financial advisors, as well as professionals with diverse skills and subject-matter knowledge
Sophisticated, vetted service providers and key advisor coordination
Nationally chartered Hightower Trust Company to provide institutional fiduciary services and oversight
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HTA Client Relationship Summary
HTS Client Relationship Summary
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