• Family office and concierge services
• Multiple custodian selection
• Cash management
• Checking accounts & credit cards
• Bill pay
• Online document management
• College funding and annual gifting
• Health care and insurance resources
• Key advisors/providers coordination and selection
• Cyber security
• Succession planning
• Education and retirement planning
• Generational education programs
• Family gifting
• Next generation education and guidance
• Corporate trust services
• Asset allocation
• Portfolio management
• Security selection
• Customized investment strategies
• Risk management and hedging strategies
• Alternative and private investments
• Consolidated reporting
• Concentrated position management
• Charitable planning
• Strategic gifting
• Donor advised funds
• Family foundations
• Proactively harvest losses across investments
• Consider each entity’s tax treatment when allocating investments
• Estimate gains and/or losses on taxable accounts
• Estimate returns for alternative investments
• Tax summary, 1099s, and K1s provided to clients and CPAs ahead of filling deadlines
• Monthly performance reports
• Balance sheet/financial statement
• Financing strategies
• Highly competitive lending rates via custodian
• Referral relationships in place for non-custodian lending solutions
707 Skokie Blvd
Suite 220
Northbrook, IL 60062
Office: (312) 962-3880
Fax: (312) 277-3739
Toll Free: (888) 600-1077
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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
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.
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