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 Lyon Wealth Management, 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.
How We Can Help You and Your Family
Depending on the language of your trust and how you would like Hightower Trust Company to work with your advisor and any other individual trustee or executor, Hightower can serve in the following capacities:
Trustee
As trustee, Hightower Trust Company has the fiduciary duty to administer your trust in the best interest of all trust beneficiaries, providing objective and impartial decision-making regarding trust assets and distributions to trust beneficiaries. Hightower can perform trustee duties as a: delegated trustee; directed trustee; co-trustee; or successor trustee.
Agent
When Hightower Trust Company serves as agent, a family member or other individual who is serving as trustee or executor delegates certain duties to Hightower Trust Company. This role could be: agent for trustee with investment authority; agent for trustee without investment authority; or agent for executor.
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 Lyon Wealth Management advisors 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.
1550 Tiburon Blvd
Suite B Up #6
Tiburon, CA 94920
(415) 702-1622
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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 brokercheck.finra.org. 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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