Family Office & Institutional Services

We work with ultra-high-net-worth families, high-earning professionals, institutions, organizations, non-profits, and employer retirement plans to bring institutional capabilities, leveraging our financial experience to provide a wide variety of personalized investment, advisory, and financial services, including:

Transparent Investment & Portfolio Management

We work with our clients to tailor an investment strategy aligned with your individual goals and risk profiles, emphasizing transparency and clarity so you are confident in the investment choices. We monitor and regularly reevaluate our strategies and investments to stay on the appropriate track for your financial goals.

Risk Management

Managing risk is an integral part of our strategy development. We assess and mitigate potential risks by focusing on liquidity, avoiding a major impairment of principal, and nimbly shifting and adapting strategies to safeguard your assets and financial future.

Asset Protection

We emphasize the importance of asset protection to safeguard your wealth from potential threats. This includes utilizing cash management strategies through individual bond investments as protection against cybertheft, insurance solutions as protection against unforeseen circumstances, and planning legal structures for estate transfer and fulfillment of your wishes.

Cash & Liquidity Management

We provide comprehensive cash and liquidity management services to help ensure your assets are protected from unexpected threats and readily available for both short-term needs and long-term investment strategies.

Philanthropic Planning

We assist individuals and families in developing philanthropic strategies that align and reflect your values and goals. This includes helping set up charitable trusts and foundations and guiding effective giving strategies. We assist non-profit organizations in protecting and growing their assets for the benefit of their giving, advise the organizations and their fiduciaries, and employ our circle of influence to expand the philanthropic missions of like-minded organizations.

Retirement Planning

We work closely with our individual clients to create sustainable income streams, using tax-deferred income and tax-free income for a comfortable retirement. For our retirement plan and organization clients, we help, advise, and support in curating a planning strategy that works for the organization and is appropriately invested for the beneficiaries.

Investment Policy & Due Diligence

We craft tailored investment policies, review them regularly, and invest accordingly to help ensure you properly comply with regulations and ethical standards. Our commitment is to always act in the best interest of our clients. We proactively offer to meet with Finance Committees and fiduciaries to help ensure compliance and due diligence for the organization.

Estate, Legacy, and Financial Planning

We offer comprehensive planning services, working together to help ensure your wealth grows for your goals, transfers according to your wishes, and preserves your legacy for the future.

Fiduciary Agreements and Institutional Support

We are personally committed to providing services for your best benefit, that is why we sign a fiduciary agreement that binds us legally and professionally to always act in your best interest. To better support you and help reach your financial goals, we leverage our partnerships to provide institutional capabilities.

Tax Minimization & Optimization

Paying taxes can be uncomfortable, but paying taxes you don’t need to pay is much worse. We focus on tax minimization strategies that help reduce tax liability and optimize tax efficiency within your financial plan.

A relationship with Feinberg Stein begins with a conversation.


Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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