Corporations & Business Owners

Our team works with business owners, corporations and executives to develop custom strategies designed to support an array of financial planning needs and considerations, including cash management, business valuation and succession, and investment management.

Cash Management

We assist you with wire transfers, issuing checks, setting up direct debits, and supporting liquidity needs.

Liquidity Event Prep

We help you assess viable event options, such as private sales and buy-sell agreements, as well as develop succession planning strategies.

Plan Sponsorship

We provide fiduciary recommendations and support for pension, 401(k), SIMPLE and SEP-IRA plans.

Solutions for Executives

We support the wealth management needs of C-level executives, including key-man life insurance, ESOP planning, and employee and executive benefits plans.

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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 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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