Protect and Manage Your Assets with Hightower Trust Company
Trusts can be an efficient way to leave a financial legacy to loved ones and cherished causes and make a lasting impact on future generations of your family and community. To assist you, we have partnered with Hightower Trust Company. Hightower Trust Company offers the strength of an established, national company paired with the personal service you require. Working collaboratively with your advisors at RJ Wealth, Hightower Trust Company will take the time to get to know you, understand your vision for your wealth, and help you execute a plan to support the financial future of your loved ones and the organizations you care about.
Personal Trust Services
Hightower Trust Company has the resources, experience, and knowledge to provide services for you and your family for generations to come.
Administrative
Hightower Trust Company performs the duties associated with administering your trust, such as payment of trust expenses, calculating required distributions to beneficiaries, and exercising distribution discretion, evaluating beneficiary needs and circumstances while adhering to the terms you define in your trust.
Tax
Hightower Trust Company keeps track of the principal and income within your trust and provides trust tax reporting and forms needed for beneficiaries’ personal income tax returns. When serving as trustees, the Trust Company can file trust income tax returns through a partnership with Ernst & Young.
Investment Management
While serving as corporate trustee or as agent with investment authority, Hightower Trust Company works with Wisehaupt Bray to help ensure trust assets are managed and invested prudently according to the objectives of the trust for the benefit of all trust beneficiaries.
Trust and agency services are provided by Hightower Trust Company, National Association (“Hightower Trust Company”), a wholly owned subsidiary of Hightower Holding, LLC, and an affiliate of Hightower Securities, LLC, Member FINRA/SIPC, and Hightower Advisors, LLC (“Adviser”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Hightower Trust Company delegates investment management authority to the Adviser. The Adviser receives an investment management fee that is part of the overall trustee fee that is charged by HighTower Trust Company. All securities transactions are processed through registered brokers that are monitored by Hightower Trust Company. The Adviser may earn or accept “soft dollars” commissions on client related transactions in line with Adviser’s policies and procedures and within accepted safe harbor uses such as research services which is believed to benefit client portfolios. Hightower Trust Company relies on Adviser for several administrative services and Adviser is reimbursed for actual costs and for services.