As business owners, we understand the time, effort and sacrifice that you have contributed to building your business. Our goal is to help you enhance and protect your legacy.
The Hightower Omaha team works with business owners and corporations to develop custom investment strategies tailored to your business’s objectives, liquidity needs and tax considerations. Our services include:
Wealth management solutions for executives
We support the wealth management needs of C-level executives, including restricted stock, cash management, non-qualified deferred compensation and currency hedging.
Discretionary portfolio management
Our team oversees the day-to-day management and executional needs of investments and accounts, enabling clients to focus on running their businesses.
Risk management
Our team provides ongoing portfolio and investment monitoring to discern, assess and help mitigate risk. We can also work with you on the hedging and monetization of Concentrated Stock Positions.
Corporate retirement plans
We work with retirement plan sponsors to implement, review and monitor retirement plans. Additionally, we provide resources and education for participants, as well as plan benchmarking and record-keeping support for sponsors.
Concentrated stock positions
Many executive compensation packages result in concentrated stock positions. We help our clients evaluate tax efficient diversification strategies and/or risk management strategies including: donor advice funds, foundations, exchange funds, protective puts, collars, and covered calls.
Liquidity event preparation/succession strategies
We help clients assess viable event options, including buy-sell agreements and M&As, as well as enhance business valuation to help them maximize value and attain their desired liquidity goals.
10b5-1 and insider trade execution of options and restricted stock
We help executives comply with SEC rules and ownership guidelines, as well as determine their diversification needs for alignment with their long-term financial planning goals.
Lending
Where needed, we can help you borrow money or analyze your debt and determine strategies to leverage or refinance your liabilities to help you save money and support business growth.
13616 California Street
Suite 110
Omaha, NE 68154
(402) 378-7373
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HTA Client Relationship Summary
HTS Client Relationship Summary
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