Before I enter the river, I must strategically decide where I think the fish are hiding and where I think I will have the greatest opportunity to find them. I must be very quiet. I’m not going to set off alarms or make much noise. When I think of entering the river from a business […]
Everyone wants to protect their wealth, no question about it. But have you considered that if you’re a high-income earner, you’re more vulnerable to litigation? In this episode, Tim Scannell unwraps strategies for shielding your wealth, with a special focus on asset protection strategies. This is a must-listen conversation in which Tim walks you through […]
It would be a huge waste of time and resources to simply show up at the edge of the Platte River and start fishing without any preparation. You really must be prepared when you get on the river. It’s the same with business succession planning. You need to have the tools you need to adapt […]
Right now, I’m working with a management team that is interested in purchasing the family-owned business where they work. I firmly believe the founders, the family, and the management team will benefit from this succession plan. It’s a win-win situation, and I am happy to help make it happen. My team has spent almost two […]
What separates the rich from the not-so-rich? In this episode, Tim Scannell uncovers the answers by sharing four major things the super-rich do to manage, grow, and protect their wealth. He also shares how the HighTower Great Lakes team helps their clients address the primary concerns that inspire these four habits. In this episode, you […]
When I work with business owners and entrepreneurs, I get great satisfaction from helping them prepare to transition their business while protecting the wealth that’s generated from years of passion and hard work. I help them get the greatest return on their life investment in their retirement, philanthropic efforts, and inheritance planning. I love my […]
Protecting client data is of great importance to the HighTower Great Lakes team. That’s why they’ve enlisted Sarah Khan to help protect clients and advisors from digital threats. Today, Tim Scannell is joined by Sarah, HighTower’s chief information and security officer, to explore how she works behind the scenes to protect clients. Sarah also shares […]
Business owners ask me for advice when it comes to creating succession plans designed for smooth transitions out of their business. They wonder about the timeframe and when they should start the process of building a team. I’m also a business owner. I’ve owned my practice for 30 years. I am 57 and like many […]
HighTower Great Lakes has a highly certified and diverse team of professionals — including Steve Billimack. When serving high-net-worth clients, the core of HighTower Great Lakes’ planning always boils down to investment consulting. As someone who focuses the most on the investment process, Steve joins Tim Scannell today to discuss what he does and what […]
Our work starts with the needs, goals, and dreams of our clients. I meet with the client, and we identify the skills needed for the next step. We have a thorough checklist, and we conduct interviews and gather data about what is already in place. Then we discuss what other expertise is needed to help […]
HighTower Great Lakes is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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