At the heart of our relationships with families and individuals are our wealth planning services. Because it is important to consider all aspects, we include specialists in a full range of relevant disciplines: tax, accounting, trust and estate planning, and investments. We also understand the importance of working carefully with your existing advisors in seeking to ensure that the resulting plans are truly comprehensive and consider all relevant interests.
This customized service focuses on both families and individuals and typically involves as many disciplines and strategies as needed to accomplish the objectives with which we have been tasked. In many cases, we help create a plan for the family after a thorough review of the family’s current situation.
We provide advice and solutions that address a full range of risk tolerances. We also build and maintain specific fixed income and equity model portfolios to complement the over 1,000 different professional managers, mutual fund managers and ETF strategies that we evaluate and approve for use on our platform.
A significant part of our heritage includes services related to meeting our clients’ philanthropic goals, such as advising on charitable remainder trusts, charitable lead trusts, private foundations, donor-advised funds, and community foundations.
Main Office
16530 Ventura Blvd, Suite 604
Encino, CA 91436
Office: (844) 209-8714
Fax: (888) 979-6540
Chicago Office
200 W Madison St #2500
Chicago, IL 60606
Office: (312) 962-3800
Legal & Privacy
Web Accessibility Policy
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
© 2024 Hightower Advisors. All Rights Reserved.