News & Insights
CHICAGO, IL — April 9, 2013 — HighTower, the nation’s first advisor-owned financial
services firm serving wealthy families and institutional clients, will host its annual Ultra-HighNet-Worth
(UHNW) Family Wealth Conference on April 11 in Washington, DC. The event —
being held at George Washington University’s Elliott School of International Affairs — is
designed to provide UHNW individuals and their families with unique perspectives on
financial and family governance, with targeted topics on wealth preservation and growth.
“HighTower’s unique business model helps advisors provide unobstructed investor guidance
at a time when transparency and objectivity are severely lacking in the financial services
industry,” said Elliot Weissbluth, Chief Executive Officer of HighTower. “Giving our clients a
forum to learn about the impact that market and life changes have on their financial goals is just
one way we demonstrate our fiduciary responsibility.”
The conference brings together leading industry experts to discuss some of the most pressing
issues affecting UHNW investors from the perspectives of both wealth management and family
dynamics. HighTower’s Reston, VA-based Pagnato-Karp Group, which specializes in meeting
the needs of the nation’s wealthiest individuals and their families, is one of the Family Wealth
“HighTower’s commitment to investors is to give them access to sophisticated investment
strategies, along with exceptional client service, support and ongoing education — particularly
as the markets evolve,” said Paul A. Pagnato, Managing Director and Partner at HighTower’s
Pagnato-Karp Group, who was named one of the “Top 100 Independent Financial Advisors in
the United States” by Barron’s magazine. “This type of event allows us to deliver personalized
and informed perspectives on family guidance and security, while highlighting the full
spectrum of expertise and services that are synonymous with the HighTower brand.”
Topics slated for discussion at the Family Wealth Conference include investments and portfolio
construction, tax and estate planning, personal security and safety, and macroeconomics, as
well as the multi-generational view of family capital.
For media inquiries, please contact Melinda Brodbeck at 973-850-7348 or
HighTower is a national, advisor-owned financial services company serving high-net-worth
and institutional clients. HighTower advisors are experienced investment professionals with
large and established practices. As a dually-registered, multi-custodial firm, HighTower
provides sophisticated investment solutions as well as an independent and unobstructed view
of the markets. The company is headquartered in Chicago and maintains corporate centers in
New York and San Francisco and offices across the country. See www.hightoweradvisors.com.
HighTower Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.