Business Owners, Professionals, and Retirees

Business and Executive Financial Services

We understand the multi-faceted operational, financial and planning complexities of business ownership. Balancing long-term business growth and day-to-day operations with personal affairs often leaves little time for financial planning.

At HighTower Twickenham, we specialize in supporting the distinct (and often intertwined) private and corporate wealth management needs of business owners, professionals, and retirees.

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Our Services Include:

Corporate Retirement Plans & Executive Benefits

Development and implementation of 401(k) plans, corporate cash management strategies, employee stock options programs & 10b5-1 plans.

Financial Planning for C-Suite Executives

Customized investment strategies and cash management plans; guidance on various special situations such as restricted stock, offshore trusts & currency hedging.

Business Succession Planning

Business liquidity consultation and strategic planning services, including business valuation, wealth management & assistance in the acquisition or sale of a business.