Wealth Stewardship

Highmount recognizes that preserving and increasing wealth through generations requires more than good estate planning and a sound investment strategy. It requires building a legacy based on common financial values and attitudes, as well as a working communication system to move forward.

Highmount helps families to create a framework for values transfer, family governance, and development of human capital.

Values Transfer

Highmount offers solutions to identify, codify, and preserve financial values and attitudes about money. This includes unveiling core values and maintaining traditions.

Family Governance

Through tailored methods for each family, Highmount builds a framework of communication, decision-making, and planned succession. Our advisors have the communication skills, intuition, and understanding of family dynamics to build consensus and drive toward decisions.

Family Education

Highmount has a dedicated team supporting the firm’s vision of sustained success for families. Highmount advisors work with families to prepare the next generation for the responsibilities and privileges of wealth, acting as a resource for the wealth transition process.

The firm’s education programs enrich the individuals’ confidence and competence in financial and family matters. Programs include the following:

• Next Generation 1:1 Coaching
• Next Generation Group Events and Network
• Women’s Book Group
• Women’s Investment Seminar
• Personalized Family Financial Training
• Mindful Abundance Women’s Retreat
• Family Days of Philanthropy