Complex Wealth
Requires the Right Team
Around the Table
Significant wealth creates opportunity - but it also creates complexity. For ultra-high-net-worth individuals and families, decisions across investments, taxes, estate planning, business ownership, trust structures, philanthropy, and family governance are deeply connected.
Hightower Family Office helps families navigate complex wealth by bringing the right advisors, specialists, and institutional resources around the table. Whether serving as a family’s primary advisor or complementing existing professional relationships, we coordinate resources to help clients make informed decisions with greater clarity, confidence, and continuity.
A Coordinated Approach to Family Office Services
Hightower Family Office provides family office services for ultra-high-net-worth families, entrepreneurs, business owners, and multigenerational families seeking a more connected approach to wealth management.
Our role is to help 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.
Why Complex Wealth Requires a Team
Important financial decisions rarely exist in isolation. A liquidity event may create new tax planning opportunities. A concentrated position may require risk management. A business succession plan may reshape estate planning. Family priorities may influence trust structures, charitable giving, or governance decisions.
When advisors work independently, critical connections can be missed. Hightower Family Office helps bring investment, tax, legal, trust, insurance, business, and family considerations together - so decisions can be made with a fuller view of the risks, tradeoffs, and opportunities.
Family Office Services for Complex Wealth
Hightower Family Office provides access to specialized capabilities designed to support the evolving needs of ultra-high-net-worth families.
INVESTMENT STRATEGY & PORTFOLIO MANAGEMENT
Institutional-grade portfolio construction led by NEPC, manager research, alternative investments, and private market opportunities tailored to complex wealth.
TAX STRATEGY & WEALTH PLANNING
Integrated tax planning across investments, business interests, trusts, charitable giving, and multigenerational wealth transfer strategies.
ESTATE PLANNING & TRUST SERVICES
Guidance on estate structures, legacy planning, trust administration, and fiduciary services designed to preserve and transfer wealth efficiently.
BUSINESS OWNER ADVISORY
Strategic support for entrepreneurs, founders, and business owners navigating succession planning, liquidity events, concentrated wealth, and business transitions.
FAMILY GOVERNANCE
Resources and guidance to support family communication, education, decision-making, and long-term stewardship across generations.
RISK MANAGEMENT & INSURANCE PLANNING
Evaluation of personal, business, and wealth-related risks to help protect assets and maintain flexibility.
FAMILY OFFICE ADMINISTRATION & ADVISOR COORDINATION
Oversight across advisors, entities, reporting, cash flow, and financial administration to simplify complexity and support execution.
The Strength Behind the Relationship
Every Hightower Family Office relationship is backed by the scale and resources of Hightower’s national platform.
Clients benefit from access to experienced advisors, planning specialists, investment professionals, fiduciary resources, and institutional capabilities - coordinated through a trusted relationship designed around their unique needs.
The result is a family office experience that can evolve alongside the people, businesses, and ambitions it serves.
Who We Help
Families managing multigenerational wealth
Entrepreneurs and business owners preparing for liquidity events or succession
Individuals seeking integrated estate, tax, and trust planning
Families looking to coordinate existing advisors and professional relationships
Clients seeking access to institutional-caliber investment resources and specialized knowledge
200 W Madison, 25th Floor
Chicago, IL 60606
(312) 962-3800
300 Madison Ave, 29th Floor
New York, NY 10017
(917) 286-2717
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