What types of clients do you work with?

We built Highland Trust Partners to make sure we could address the needs for all types of clients.  Some examples but by no means limited to these:

  • Retirees with cash flow management and estate planning.  
  • Pre-retirees with setting up plan for entering retirement years.
  • Young families with getting their financial house in order.
  • Business owners with succession and retirement benefit planning.
  • Divorcees with financial organization and independence.
  • Special needs families with asset protection and government benefits for child.