Steel Tower Investments is a boutique wealth management and advisory firm serving business owners and family-office clients. Its cross-disciplinary approach brings investment, tax, and estate planning together to address a client’s broader financial landscape. The firm says it provides value beyond investment advice and management, building a team around each client’s needs and goals.

Steel Tower offers investment advisory services, tax and estate planning strategies, and family office services. For ultra-high-net-worth families, its family office expertise can include support with daily finances, investment matters, legal and risk management considerations, and estate planning. The firm works with investment partners, certified public accountants, and estate planning attorneys to help manage risk, cash flow, and tax efficiency.

Steel Tower describes itself as small enough to provide focused attention while drawing on a $6 billion open-architecture platform and a six-person asset management team through its affiliations. Its educational insights cover wealth management, markets, tax strategies, and estate and legacy planning.