FAMILY OFFICE SERVICES

We walk with you as you manage a complex lifestyle

OUR METHOD

OUR DELIVERY

YOUR RESULTS

OUR METHOD

Our clients are at the center of our methods

Our Approach to Planning is Derived from Systems and Design Thinking.

OUR DELIVERY

One product, comprised of two parts: What Really Works and What Really Matters

YOUR RESULTS

We listened, reflected and identified areas that are important to our clients

Complex Planning Services Package

Home, Estate, Insurance, Tax and Philanthropic Focused advising

SET A MEETING

CCTR Package

Coordination, Custodial Management Technology and Reporting

SET A MEETING

SET A MEETING WITH OUR BARRON’S-RANKED* TEAM. WE ARE ARE WITH YOU EVERY STEP OF THE WAY.

START CONNECTING AND WORKING WITH OUR AWARD-WINNING* WEALTH ADVISORS TODAY.

ADDRESS

512 W. 22nd St, 7th floor
New York, NY 10011

PHONE

(212) 286-1170

*2023 Barron’s Rankings (Jordan Waxman) #67, Top 1200 Wealth Advisors.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

*2020 Top 50 Private Wealth Management Teams. 2020 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #59 America’s Top Wealth Advisors and Best-in-State Wealth Advisors (#10 New York).

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org