Highland Consulting Associates, Inc. was founded in 1993 as an independent, fee-only consulting firm that was initially focused on institutional investment clients. Since its founding, Highland has grown to become a leading fee-only family wealth consulting firm.
We serve our clients as their Family Wealth Advocates® by providing the highest quality, value-added services to individuals, families, business owners and their fiduciaries. We are committed to providing the best-in-class service and counsel while always acting in the best interests of our clients.
We help clients develop a comprehensive framework that enables them to clearly understand, address, enhance and communicate all aspects of their wealth while encouraging strong family relationships. Tax-efficiency and other tactics to preserve wealth should not compromise family unity.
As Family Wealth Advocates®, we ask the critical questions that others may not ask. We ensure that all dynamics of a client’s needs are met, including those that are financially, family and values oriented. We establish trust and communication in families to protect, enhance and preserve wealth and family unity, both today and in the future.
This all-encompassing approach requires a distinctive planning process that utilizes a unique, trademarked questionnaire, entitled, “Life on Purpose” and a “Client Retreat” to help individuals and families:
We create a complete strategy based on your beliefs and values, as well as on your personal and business goals and work with family advisors, including accountants, attorneys and insurance providers to make certain that a successful implementation occurs.