History

Highmount’s origins are traceable to the consolidations and acquisitions that have redrawn the investment and private banking landscape over the years. The resulting turnover and emphasis on marketing proprietary products compelled many people to seek alternatives. Discerning clients sought a smaller yet comprehensive firm that would place their interests first and provide transparent, customized investment solutions.

Highmount's partners were at the forefront of the multi-family office concept in the 1980s. Our partners were among the first to integrate macro-family advice, family governance and next-generation education; an essential component to the long term success of families of wealth.

Our founding partners – old friends and trusted colleagues – came together to build a firm that would provide clients with services to truly satisfy their needs. In 2002, they formed Highmount, built on a model of complementary facets intended to redfine the nature of wealth services by focusing on family sustainability and tailored investment solutions on a global scale.

The partners brought their proficiency in the full range of global wealth management to the new firm. Because of personal and professional experience with international family wealth, Highmount has special competence with the complex investment, tax and estate planning issues that result from multinational exposure. This unique expertise was a deciding factor for a number of clients who use Highmount as their primary point of contact in the U.S. In 2008, the firm opened its first international office in Amsterdam, the Netherlands. The firm continues to expand its global capabilities and innovative solutions.