What We Do
At Hightower Austin, we understand a client’s wealth is more than a number – it’s the foundation upon which you build your life. We are not a transaction-oriented business. We are not a firm providing product driven advice. We are a consulting firm founded to help families and business owners solve real challenges and capture real opportunities.
ADVICE
• Retirement Planning
• Charitable Giving Trusts
• Irrevocable Life Insurance Trust
• Living Trusts & Wills
• Concentrated Position/Portfolio Transitioning
• Business Succession Planning
• Buy/Sell Agreement Funding
RISK MANAGEMENT
• Life Insurance
• Disability Income Insurance
• Risk-Based Insurance Analysis
• Long-Term Care Insurance
• Annuities
ASSET MANAGEMENT
• Separately Managed Accounts
• Investment Advisory Accounts
• Coordination of Corporate Insider Transaction
• Alternative Investments
• Educational Savings Accounts
• 3rd Party Investment Platforms
SOLUTIONS
• Comprehensive & Situational Financial Planning
• Cash Flow Modeling & Expense Analysis
• Estate Planning Techniques
• Executive Benefit Planning
• Trust Management Services: Security Based Lines of Credit
• Digital Wealth Management Portal
Let us show you how we can help you clarify and coordinate your financial goals. We’ll quantify where you are now and define where you want to be. And then, based on our knowledge and experience, we’ll thoroughly communicate recommendations to help you get there.
Hightower Austin has access to many intellectual and technological resources that are used to develop, model and implement your Financial Ecosystem.
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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