Hightower makes strategic investment in business management firm Grant Tani Barash & Altman

0

Hightower advisors will benefit from direct, streamlined access to sophisticated business management – ​​including personal financial director capabilities – for their clients and families.

CHICAGO, February 1, 2022 /PRNewswire/ — Hightower today announced that it has made a strategic investment in Grant Tani Barach & Altman, an eminent Los AngelesNew York-based business management company that provides high-net-worth and ultra-high-net-worth clients with personal financial manager services, including bookkeeping and accounting, bill payment, tax preparation and other concierge financial management capabilities. The strategic partnership will provide Hightower advisors across the United States with direct and streamlined access to sophisticated business management and family office services for their clients and families. By joining the Hightower community, Grant Tani Barach & Altman will have access to middle and back office resources and technology to further expand its operations.

(PRNewsphoto/HighTower)

Founded in 1992, Grant Tani Barach & Altman brings extensive experience working with leading individuals, families and companies in the entertainment industry, as well as business owners and entrepreneurs across the country, directly and through wealth management companies and the institutions that serve them.

“Although Grant Tani Barash & Altman deviates from our typical RIA investment, we like the company and believe its philosophy of serving clients in a comprehensive and holistic manner aligns exactly with our own approach,” said the chairman. -General Manager of Hightower. Bob Oros. “The directors have built a business with an impeccable reputation and will continue to manage this business while being able to leverage Hightower’s resources.”

“Today’s ‘growth’ in the wealth management space requires both creativity and the discipline to bring together a combination of value-added resources that advisory firms can leverage,” added the director. of Hightower’s growth. Scott Holsopple. “Grant Tani Barach & Altman, as business leaders, are a compelling addition to the suite of tools Hightower already offers, including trust services, estate planning, and more. the possibilities of collaboration are very exciting for us.”

Grant Tani Barach & Altman, whose directors are consistently included as top business leaders in multiple industry publications, has approximately 80 employees based mainly in Los Angeles. “As we work closely with Hightower, we are excited to have the opportunity to enhance our customers’ experience through Hightower’s expertise in technology, systems and operations,” said declared howard altmannmain, Grant Tani Barach & Altmann. Main Warren Grant added, “We were impressed with Hightower’s focus on customer experience and look forward to working with the Hightower team to enhance our resources to meet the growing and multifaceted needs of our customers.”

From December 31, 2021Hightower’s assets under administration (AUA) were approximately $144.0 billion and its assets under management (AUM) have been $117.8 billion.

About High Tower
Hightower is a wealth management firm that provides investment, financial planning and retirement planning services to individuals, foundations and family offices, as well as 401(k) advisory and cash management services to businesses. Hightower’s capital solutions, operational support services, size and scale enable its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-being”. be rebalanced. Situated at Chicago with advisors across the United States, the firm operates as a Registered Investment Advisor (RIA). To learn more about Hightower’s collaborative business model, visit www.hightoweradvisors.com.

Securities offered by Member FINRA/SIPC of Hightower Securities, LLC. Hightower Advisors, LLC is an SEC-registered investment adviser.

Media Contact:
Patty Buchanan
J Connelly
(973) 567-9415
pbuchanan@jconnelly.com

Quote

Quote

View original content to download multimedia: https://www.prnewswire.com/news-releases/hightower-makes-strategic-investment-in-business-management-firm-grant-tani-barash–altman-301472325. html

SOURCE Hightower

Share.

Comments are closed.