Highland is compensated for our counsel and proprietary methods applied on our clients’ behalf, and not by commissions or any revenue-sharing relationship with other providers. For that reason, our opinions are independent and impartial. Always.
Our only interest is you.
Wealth is an accounting for all that’s valuable in your life. That includes – and goes beyond, investment management.
We encounter situations as unique as every person we meet. And our solutions are customized for each client, including you.
Tell us more about your story. Is your wealth creating family discord, or legal and tax complexities and burdens?
Are you concerned about protecting family assets and relationships? Let’s talk about it.
Fill out the form below to get access to the online version of our book, "Preserving the Legacy: Take Charge of Your Family Business Succession".
are you exploring family wealth management options? Why is now the time to get clarity for your financial future?
does wealth mean to you? What are your core values? What’s your vision for the future?
matters most to you? Who are you planning for? Who will steward your legacy—including your financial, relational and social assets?
Our know-how allows us to ask the right questions to discover meaningful answers about your family’s wealth and how to enhance, preserve, and transfer it wisely. Along the way, we frequently serve our clients by facilitating family meetings and coaching families through the process of wealth management. But that depends on you and your story.
Highland is 100 percent employee-owned, with no financial ties or revenue-sharing relationship to any other organization. We do not receive, nor do we accept, any commissions or revenue from any financial service provider—of any kind. What that means to you is that we offer advice that is in your best interest and in your family’s best interest. We are allied with you only.