On February 14, 2019, HighTower announced that Green Square Wealth Management will become a partner firm of HighTower.
The transaction is expected to close in the second quarter of 2019, subject to customary closing conditions and regulatory approvals. Further terms of the deal were not disclosed.
Green Square Wealth Management is a fee-only investment advisor providing advisory services to ultra-high net worth families and institutional investors. Sandler O’Neil + Partners L.P. advised Green Square Wealth Management in the transaction.
HighTower is a wealth management firm servicing approximately $68.8 billion in assets through 94 advisory firms.
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