Highland Private Office

By introduction only.

Winter Park · Florida

The Firm02 / 06

Advisors to business owners and the families who own them.

Highland works with owners whose affairs have outgrown any one professional, where a decision touches the company, the balance sheet and the household at once. What is missing then is not another specialist. It is someone holding the whole picture.

The Work03 / 06

Five kinds of work.

Private Office CoordinationMaking four advisors behave like one.
Business & Operational ConsultingA plain account of what is actually happening.
Mergers & AcquisitionsYou sell once. Your advisor should have done it often.
Mediation & Dispute ResolutionSolvable in a room, if someone neutral runs the room.
InvestmentsHighland buys into Central Florida businesses with its own capital. It is not a money manager and does not run client portfolios.

On Access04 / 06

Nearly everyone here arrived through someone already here.

That is what keeps the firm small enough to be useful. If you have come without an introduction, say so and make the case. A limited number of exceptions are considered.

Inquire05 / 06

Every inquiry is read personally.

Thank you. We will reach out soon.

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Please write to the office instead.

Highland Private Office

Winter Park, Florida 32789