Managing and preserving family wealth across generations can be a complex challenge. Our latest case study explores how leveraging Family Limited Partnerships (FLP) and Family Limited Liability Companies (FLLC) can protect assets, minimize estate taxes, and ensure smooth business transitions. Click this link for more information: https://lnkd.in/eFxJ3n2g #CorporateTrustee #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust
关于我们
You’ve spent a lifetime growing your wealth, writing your story and building a legacy for your loved ones. Hightower Trust Company and your Hightower advisor can help you pass your legacy to those you love without burdening them with administrative responsibility, so your story can live on for generations. Hightower Advisors was founded in 2008 on the belief that clients’ needs come first, and as a fiduciary, we act in the client’s best interest. Recognizing our clients’ desire to work with their advisor to protect and grow their wealth for the benefit of future generations, Hightower acquired Salient Trust Company located in Houston, Texas, in 2018. From the roots of this local trust company, Hightower Trust Company was born, obtaining its national charter in 2022. Hightower Trust Company’s local roots and nationwide footprint enables us to provide trust services to all of Hightower’s advised clients while retaining the personal service you would expect from a local trust company. Working together with your Hightower advisor, we take the time to get to know you and your family, to understand your hopes and dreams, the lifestyle you want to provide for future generations, and any concerns you may have for their future, so that together, we can help your story become part of their story.
- 网站
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www.hightowertrust.com
Hightower Trust Company的外部链接
- 所属行业
- 资产和财产信托
- 规模
- 11-50 人
- 总部
- Houston，TX
- 类型
- 私人持股
- 创立
- 1998
- 领域
- Trust and Estates、Personal Trust、Agent和Tax
地点
Hightower Trust Company员工
动态
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Thanks to our clients and advisors who trusted us to help make 2024 a great year. It’s an honor and privilege to serve our clients and their families, and we look forward to helping even more people in 2025. Cheers from Hightower Trust Company ?? #CorporateTrustee #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust
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This time of year is great to recharge, reconnect, and remember. Happy Holidays from your team at Hightower Trust Company.
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$124 trillion in wealth is transferring to heirs and charities through 2048 according to Cerulli Associates. Whether you’re transferring or receiving an inheritance, it’s important to discuss expectations and values to help ensure legacies continue and descendants have a positive relationship with money. Here are actions you can take right away to help secure your legacy: https://lnkd.in/eHDtPNxm. Caring for legacies is our purpose at Hightower Trust Company. Message us to learn how we help advisors and clients every day. #CorporateTrustee #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust
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**The Importance of a Successor Trustee in Trust Management** Ensuring the smooth continuation of a trust is crucial, especially when the original trustee can no longer serve. Naming a successor trustee in your trust documents is essential, but it’s not uncommon for designated individuals—like spouses, children, or trusted friends—to decline the role. This can create a critical gap, leading to court intervention and potentially undesirable appointments. One effective solution is to include a corporate trustee among your list of successor trustees. This strategic move ensures you maintain control over who manages your legacy, providing professional and consistent trust administration. For a deeper understanding, check out this case study: https://lnkd.in/eJBxg-ZW. Talk to your HighTower advisor or trust professional for more information. #SuccessorTrustee #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust
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Unlock the Benefits of a Private Foundation! Did you know that a private foundation can help reduce tax liabilities, protect assets from creditors, maintain privacy, and provide greater control over your legacy? Schedule a meeting with your Hightower Advisor or contact Hightower Trust to explore if a private foundation is the right solution for you. You can also learn more by reviewing our case study here: https://lnkd.in/eC4uTYJD. #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust #PrivateFoundation #TaxPlanning #LegacyManagement
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We’re excited to introduce John Delaney, our newest Trust Administrator. John’s background and commitment to exceptional service makes him a valuable asset to our team and will ensure clients continue sharing positive experiences with Hightower Trust Company. John is a soccer fan and he has played at least one season every year since he was six years old! Please welcome John to the Hightower Trust Company team.
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You have a concentrated position when your portfolio holds a high percentage of a single asset or small number of assets. Generally speaking, concentrated positions come with greater risk and diversifying is a logical next step. However, decisions are not this straightforward for various reasons. Our case study highlights a couple unique solutions for individuals with concentrated positions that we encourage you to discuss with your Hightower advisor. Click here to view more: https://lnkd.in/eJPF9-fA. As always, please reach out if you have questions. #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust
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Knowledge and expertise matter! This is especially true for individual trustees with BIG responsibilities and TONS of risk. Good news! Individual trustees can more effectively manage and oversee a trust by appointing a trust company like Hightower Trust Company as agent. This means individual trustees can maintain control AND leverage the strength and specialized knowledge of a corporate trustee. See this case study to learn more and contact your Hightower advisor or trust professional for additional information: https://lnkd.in/eUja7gxs. #EstatePlanning #FinancialPlanning #WealthManagement #HightowerAdvisors #HightowerTrust