Hightower has announced that it has made a strategic investment in Lindbrook Capital, a financial planning and wealth management practice with approximately $3.8 billion in assets under management.
Lindbrook Capital provides highly customized investment management and financial planning services to affluent families, individuals, foundations and endowments. The 10-person organization is led by managing partners Benjamin Posen and Tyler Dritz, in collaboration with Lee Samson, a partner at Lindbrook Capital.
Lindbrook Capital marks Hightower’s first strategic investment in 2025. With a range of value-added services, including a national in-house trust company and a wholly owned certified public accountant (CPA) practice, Hightower provides its advisers with the resources to better align with client needs and offers the next phase of growth and support for their practices.
“We thought long and hard about our options and determined Hightower is the right partne
