Our Approach

We employ a comprehensive, planning-based approach to meet the unique needs of the families we serve. Our clients include many successful private business owners, professional athletes, and senior executives at leading public companies across the country. Working with a small, select group of clients allows us to maintain the intimacy of a boutique, while offering the global resources of a large investment firm.

Perspective

Our partners blend unique career paths, and over 70 years of combined Wealth Management experience, to serve affluent families.  It is our combined experiences, expertise, skill sets, and strengths that provide a powerful catalyst for your success.

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Performance

Performance goes beyond a rate of return.  Our clients are the CEOs of their wealth.  We act as a CFO, and are accountable to you.  We seek high performance in our client care commitment, and hold ourselves to the highest standard of excellence.
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Empowerment

Empowerment is the result of our comprehensive process.  Our process delivers concrete, clear, intelligent, and rigorously pursued and followed risk management procedures that keep you on track.
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A Shared Family Office

Our practice is designed to deliver the same sophisticated services to multiple affluent families that individual family offices deliver to the single family it is created for. Our suite of services is custom matched to where you are in the “life-cycle” of your professional career. Whether you need us for wealth management or life management, we are on your team. HighTower Naples surrounds you and your family with a deep and diverse bench of talent, expertise and experience.

Asset Management

• Private Financial Planning
• Investment Strategies
• Liquidity Management
• Alternative Investments
• Asset Allocation
• Estate Planning Guidance
• Personal Trust Services
• Charitable Trusts
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Wealth Management Planning

• Retirement Planning
• Cash Flow Planning
• Education Planning
• Tax Strategies

Wealth Compendium

• 360º View of Your Wealth
• Full Wealth Integration
• 24/7 Online Access to Private Documents & Wealth Plan
• Simplified & Organized

Concierge Services

• Life Coach & Guidance
• Family Meetings
• Travel Planning
• Public Relations
• Media Training
• Personal Security
• Bill Payment Services

Philanthropy

• Philanthropic Giving
• Donor Advised Funds
• Private Family Foundation & Charitable Trusts

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