SERVICES
At Presidio, we collaborate as a team with you and your trusted network of professional advisors. We want to ensure that all aspects of your financial world are coordinated and aligned with your overall goals and objectives.
We designed our financial planning and engagement proposal process to identify and recommend solutions to help you make informed, confident decisions in the areas of financial planning, investment management, asset protection/risk management, multi-generational estate planning, business succession planning, and income and estate tax planning strategies. Our holistic approach, working with your multi-disciplinary team of advisors, allows us to bring you ideas that align with your family’s long-term plan.
Our outsourced family office services integrate a team of vetted multi-disciplinary advisors to create a collaborative environment and an advisory board to help you make decisions with regards to your overall financial plan.
Family Office Services
Our strategic financial planning process identifies solutions that help safeguard your wealth and allow you to make informed decisions for managing multi-generational assets, estate planning, and business succession.
Multi-Generational Financial Planning
We identify specific business strategies that coincide with your family's goals and desired outcomes by starting with the end in mind. We can help you create a business plan that aligns with either selling your business at its highest value or transitioning it to others.
Business Succession & Exit Planning
With the help of Hightower's team of research professionals, our advisors strive to provide protection and growth for your investments. We help coordinate investment planning, strategies, and decision-making in line with your comprehensive financial plans.
Investment Management
Along with our traditional portfolio management services, our team specializes in helping clients identify private deals and alternative investments, which bring important diversification and access to areas of investment not often found in public markets.
Private Deals & Alternative Investments
Retirement planning considers everything about your overall estate, retirement, investment, and goals for business succession. Regardless of which stage of life you are in, we help ensure you have a thoughtful financial plan in place.
Retirement Planning
757 N Eldridge Parkway,
8th Floor, Suite C
Houston, TX 77079
Hightower Advisors, LLC is a SEC registered investment adviser.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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