Wealth Management

Highmount helps you handle the often overwhelming burden of complex financial components by overseeing all elements of your family’s financial strategy, acting as your primary point of contact for financial questions, and working with your team of advisors, accountants and attorneys.

We take on the challenges of long-range wealth planning and day-to-day money management.  Highmount recommends and executes strategies to optimize cash flows, reduce taxes and manage the business aspects of a family's financial enterprise, while coordinating closely with other advisors and experts.

Wealth services include:

• Tax and estate planning
• Philanthropic and foundation management
• Support for family-owned businesses
• Consolidated family reporting
• Highmount Fiduciary LLC trust services