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We Start with You

Our approach is documented. Our experience is decades-long. But it’s our interactions with you to understand your deeply held values (and your concerns or expectations, too) that set Highland apart.  

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.  

What’s Wealth?

Wealth is an accounting for all that’s valuable in your life. That includes – and goes beyond, investment management.

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Financial

Investment goals, allocation & performance
 
Wealth transfer and estate planning
 
Business management & succession planning
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Relational

Family values & history
 
Family enrichment
 
Family education
 
Family member purpose and calling
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Social

Family business influence and advocacy
 
Family philanthropy – goals, education, planning & efficiency in distribution

"Not everything that counts can be counted, and not everything that can be counted counts."

William Bruce Cameron, Sociologist

Highland Family Wealth Advocates® at Work for You.

We encounter situations as unique as every person we meet. And our solutions are customized for each client, including you.

Situation:
 
Janice became her family’s sole provider.
 
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Highland Solution:
 
Life on Purpose Questionnaire
 
Asset Allocation roadmap
 
Development of family trust
 
Situation:
 
Will your business survive to the next generation?
 
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Highland Solution:
 
Family Meetings and Retreat
 
Succession Plan
 
Development of family trust
 
Family values and purpose strategy for family philanthropy plans
 
Situation:
 
It was time to talk about transitioning family wealth.
 
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Highland Solution:
 
Stewardship Inventory Tool
 
Monte Carlo Scenarios
 
Tax implications of family gifts
 
Family Trust for grandchildren
 

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.

Change the course of your business succession ... and your life.

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".

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Highland's Know-How Begins with Knowing Why

And what... and who

Why...

are you exploring family wealth management options? Why is now the time to get clarity for your financial future?

What...

does wealth mean to you? What are your core values? What’s your vision for the future?

Who...

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.

"Happy is the person who knows what to remember from the past, what to enjoy in the present, and what to plan for in the future"

Arnold Glasow, humorist and entrepreneur 1905-1998

What Does Highland’s Independence Mean for You?

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. 

A Simple Conversation

Gaining clarity is the first step in a process which can begin with a simple conversation over a cup of coffee. Let’s talk about the why, what, and who so that our know-how can help you grow both your resources and your relationships, to create wealth that lasts.

Talk with Randy

Randy Fairfax, CFP®
Family Wealth Team Leader