Private Clients


Private Clients

At HighTower | Scottsdale, we understand fiduciary care, family dynamics and the distinct attributes of high-net-worth private clients. Because we know that significant wealth may cause complexity, our main objective is for our clients to experience the highest level of confidence in the management of their balance sheet. Ultimately, this  may help them attain their goals, ambitions and fiduciary obligations. We are devoted to helping you preserve and grow your financial, family and social capital within your framework of morals and values.
Our comprehensive Private Clients services include: 


Investment Management Consulting

Risk Management Planning

Retirement Planning

Estate Planning

Business & Wealth Succession

Trustee Services

Secure Document storage

Expense Management


WealthView – Sophisticated Simplicity

Life is usually very complex for the affluent investor. Our WealthView is your asset and liability aggregation tool with 24/7 internet portal access. WealthView consolidates all your liquid and illiquid assets, expenses and liabilities (home equity loans, mortgages, credit lines). Your WealthView virtual vault also stores important documents, enabling you to collaborate with family members, advisors and others when you deem suitable through your WealthView portal. Here are just a few of the WealthView consolidated aggregation and cash flow analysis benefits:

Simplify Administration

Reduce Paperwork

Better Coordination

Proper Diversification

Experienced Assistance

Accountability

Wealth Transfer

Electronic Vault


How We Serve You

HighTower | Scottsdale has access to a robust menu of resources for addressing the distinct needs of high-net-worth private clients and their corporate, institutional and philanthropic affiliations, providing an institutional, yet “family office” experience.

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Private Client Resources

Highly trained, accredited and experienced Advisors have access to a robust menu of resources for addressing the distinct needs of Private Clients and their corporate, institutional and philanthropic affiliations.

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