Preparing Wealth for Families and Preparing Families for Wealth

Our Approach


We employ a comprehensive, planning-based approach to meet the specific needs of the families we serve. Our clients include many successful private business owners, professional athletes, and senior executives at leading public companies across the country. Working with a small, select group of clients allows us to maintain the intimacy of a boutique, while offering the global resources of a large investment firm.

Performance


Performance goes beyond a rate of return. Our clients are the CEOs of their wealth. We act as a CFO, and are accountable to you. We seek high performance in our client care commitment, and hold ourselves to a standard of excellence.

Empowerment


Empowerment is the result of our comprehensive process. Our process delivers concrete, clear, intelligent, and rigorously pursued and followed risk management procedures that keep you on track.

Perspective


Our partners blend varied career paths, and over 30 years of experience each, to serve affluent families. It is our combined experiences, knowledge, skill sets, and strengths that provide a powerful catalyst for your success.




Hightower Naples Mission Video
 Hightower Naples Mission Video
Jan 31, 2020 - Learn more about Hightower Naples – Our mission and philosophy, as well as how we serve families.
Hightower Naples Dedication
 Hightower Naples Dedication
Mar 3, 2020 - Learn how Hightower Naples thinks about asset management for families, our process to manage and anticipate risk, and our daily communication to clients through our Morning Roundup.
Hightower Naples Athlete Focus
 Hightower Naples Athlete Focus
Feb 24, 2020 - Hightower Naples Sports Management is different as it was built by athletes for athletes. Learn how we help athletes manage their wealth and plan for every stage of their career, and beyond.
Hightower Naples Wealth Compendium Origin
 Hightower Naples Wealth Compendium Origin
Feb 14, 2020 - WeatlhCompendium was born from tragedy. Learn the story behind why we built this distinct Wealth Integration portal, and how families are empowered through its use.
Hightower Naples Wealth Compendium
 Hightower Naples Wealth Compendium
Feb 4, 2020 - Take a tour of our WealthCompendium portal. WealthCompendium is our proprietary Family Wealth Integration tool. It is the synthesis of our entire process. See how it can empower you and your family

A Shared Family Office

Our practice is designed to deliver the same sophisticated services to multiple affluent families that individual family offices deliver to the single family it is created for. Our suite of services is custom matched to where you are in the “life-cycle” of your professional career. Whether you need us for wealth management or life management, we are on your team. Hightower Naples surrounds you and your family with a deep and diverse bench of talent, knowledge and experience.

ASSET MANAGEMENT

• Private Financial Planning
• Investment Strategies
• Liquidity Management
• Alternative Investments
• Asset Allocation
• Estate Planning Guidance
• Personal Trust Services
• Charitable Trusts



WEALTH MANAGEMENT PLANNING

• Retirement Planning
• Cash Flow Planning
• Education Planning
• Tax Strategies



WEALTH COMPENDIUM

• 360º View of Your Wealth
• Full Wealth Integration
• 24/7 Online Access to Private Documents & Wealth Plan
• Simplified & Organized



CONCIERGE SERVICES

• Life Coach & Guidance
• Family Meetings
• Travel Planning
• Public Relations
• Media Training
• Personal Security
• Bill Payment Services



PHILANTHROPY

• Philanthropic Giving
• Donor Advised Funds
• Private Family Foundation & Charitable Trusts

Morning Roundup

Our Morning Roundup is a daily walk through global capital markets, articles of interest, and market moving events. We provide frequent and meaningful communication, delivering perspective on how world events may impact the wealth of the families we serve.

Morning Roundup

Hightower Naples Sports Management

A Wealth Management Practice Built for Professional Athletes, By Professional Athletes

Naples Sports Management

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