Family Office Services

Highmount helps you handle a wide range of financial components, from long-term wealth planning to day-to-day money management. Highmount recommends and executes strategies to optimize cash flows, taxes and manage the business aspects of a family's financial enterprise, while coordinating closely with other advisors and experts.

Family office services include:

Tax and life cycle planning

Credit/Mortgages

Consolidations, Consulting (mandate for foundation, Advisor for investment committee)

Management of private office