HGL Resources: Keeping Clients in the Know

Resources

From estates and businesses, to time spent with loved ones and pursuing lifelong dreams, our goal is to offer our clients solutions that give them more time to do the things they love, with less worry about building and protecting their assets.

How do I protect my children from themselves and others when they receive their inheritance? 

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Do you think of yourself as risky or conservative?

Portfolio Risk Analysis

Remote work has increased the need for cyber security awareness. To combat cyber threats, Hightower Great Lakes utilizes Proofpoint, a leader in providing cyber security awareness training. Check out the creative Proofpoint training modules below.

Fake Browser Updates
Fraudulent Shipping Notifications
- Lookalike Website Trick Users
- Scammers Mimic Real Banking Emails
OneDrive Phishing Campaign
Phishing Campaign Delivers Dangerous Trojan
DocuSign Phishing
Microsoft Office 365 Credential Phishing

Videos

COMING SOON

Written Reports/Research

5 Wealth Mgmt Challenges Facing Construction Industry Family Owned Businesses
5 Wealth Mgmt Challenges Facing Construction Industry Family Owned Businesses

Download PDF - Aug 14, 2020

Family Wealth Ebook
Family Wealth Ebook

Download PDF - Aug 14, 2020

Business Growth by Acquisition
Business Growth by Acquisition

Download PDF - Aug 14, 2020

Business Continuity Planning
Business Continuity Planning

Download PDF - Aug 14, 2020

Successful Transfer of the Family Business
Successful Transfer of the Family Business

Download PDF - Aug 14, 2020

Understanding Business Value
Understanding Business Value

Download PDF - Aug 14, 2020

Family Office Services
Family Office Services

Download PDF - Aug 14, 2020

Key Considerations for Shifting Residency to Florida for Tax Purposes
Key Considerations for Shifting Residency to Florida for Tax Purposes

Download PDF - Aug 14, 2020

Using Short-Term Key-Employee Incentives to Increase Sale Price
Using Short-Term Key-Employee Incentives to Increase Sale Price

Download PDF - Aug 14, 2020

Leaving Your Business is Inevitable
Leaving Your Business is Inevitable

Download PDF - Aug 14, 2020

Transferring Your Company to Key Employees
Transferring Your Company to Key Employees

Download PDF - Aug 14, 2020

Transferring Wealth to Children: A Primer for Business Owners
Transferring Wealth to Children: A Primer for Business Owners

Download PDF - Aug 14, 2020

Value Drivers
Value Drivers

Download PDF - Aug 14, 2020

Fiduciary Standard
Fiduciary Standard

Download PDF - Aug 12, 2020

Hightower Corporate Profile
Hightower Corporate Profile

Download PDF - Aug 12, 2020

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