Hightower makes strategic funding in Highland Personal Wealth Administration


$1,2 One billion cash administration in enterprise Bellevue, Wash.Brings a Bench of Multi-Era Leaderssturdy development, And a differentiated to fulfill high-net-worth service clients,

Chicago, August 31, 2022 /PRNewswire/ — Hightower as we speak introduced that it has made a strategic funding in Highland Personal Wealth Administration (“Highland”), a $1,2 Billions of wealth advisory and funding administration enterprise positioned in Bellevue, Wash.With a deal with high-net-worth people and households within the Pacific Northwest area and past.

Established in 1999, Highland supplies wealth counseling, funding administration and monetary planning companies to executives, professionals, enterprise homeowners, wealth beneficiaries and different high-net-worth households. Its mission is to protect and develop purchasers’ wealth, in addition to serving to them uncover how their cash can assist the issues that matter most in life, as Highland Residing Absolutely® Refers. Highland has 18 staff together with 5 consultants.

“Highland is a high-growth group with a robust bench of multi-generational leaders and a definite method to customer support,” he mentioned. bob oros, President and CEO of Hightower. “There’s a actual synergy between Highland and Hightower, each culturally and philosophically. Highland acknowledges that the world is altering. They’re forward-thinking in the way in which they develop their choices to fulfill the whole residing wants of their customers- This dedication and method matches completely with Hightower’s ‘Properly-th Rebalanced’ ethos.”

The CEO and Founding father of Highland mentioned, “At Highland, we imagine in performing because the central ‘cash confidant’ for purchasers, serving to them join their cash to a lifetime of that means and function, offering them with a deeper monetary data and supply specialised teaching.” John Christianson, “Our strategic partnership with Hightower – which incorporates entry to institutional-level value-added companies, operational scale and assist – is a vital step as we proceed to serve our clients and develop our enterprise. The partnership permits us to reinforce our entrepreneurial spirit. and autonomy, which has been central to our success.”

Hightower presents its 131 advisory companies in 34 states and District of Columbia A spread of companies designed to catalyze and speed up natural development, together with enterprise improvement consulting, management and workforce improvement, expertise acquisition, advertising and marketing assist, know-how, funding administration assets, compliance, accounting, payroll and human assets. Inorganic improvement companies embrace sourcing, appraisal, deal structuring, due diligence, authorized and regulatory, pre- and post-integration, and capital assets for M&A transactions. Advisory teams partnering with Hightower additionally achieve entry to economies of scale, deep business ties, and a nationwide advisory neighborhood.

Highland was suggested by Raymond James’ asset and wealth administration funding banking workforce; Hyland acquired authorized recommendation from Peterson Russell Kelly Livegood PLLC.

In type of 30 June 2022Hightower’s property underneath administration (AUM) have been $108.4 billionand the property underneath administration was nearly $132.6 billion,

About Hightower
Hightower is a wealth administration agency that gives funding, monetary and retirement planning companies to people, foundations and household places of work, in addition to 401(okay) counseling and money administration companies to firms. Hightower’s capital options, operational assist companies, measurement and scale assist its vibrant neighborhood of independent-minded wealth advisors develop their companies and obtain their imaginative and prescient of “effectively rebalanced” to their purchasers. based mostly in Chicago With advisors all through the US, the agency operates as a Registered Funding Advisor (RIA). Be taught extra about Hightower’s collaborative enterprise mannequin at www.hightoweradvisors.com.

Securities provided by way of Hightower Securities, LLC Member FINRA/SIPC. Hightower Advisors, LLC is an SEC Registered Funding Advisor.

media Contact:
Patty Buchanan
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