Highland Wealth Management

Tim Masterson serves as Chief Investment Officer, while Drew Masterson is President and Trust G. Masterson III is Chairman. The firm is managed by the Masterson family across generations, centralizing investment and advisory decisions within this leadership group.

Highland channels capital through its network tied to the Texas and Sun Belt markets, focusing on direct income-producing commercial and multifamily real estate. Larger private credit and private equity allocations are sourced through external fund commitments, though the firm does not publicly disclose its manager roster.

Highland operates as an advisory practice rooted in the Masterson family's wealth, serving private clients rather than functioning strictly as a single family office. It blends direct family office investment capabilities in real estate with an open-architecture advisor model for outside clients, without taking the multi-family office brand designation.

No. Highland does not publicly publish a figure for assets under advisement or management, and no third-party publication has reported a verified number. The firm maintains a low public profile in terms of financial disclosures.

Highland's real estate allocations target income-producing commercial and multifamily assets, primarily in Texas and the broader Sun Belt. The firm's private equity and private credit programs do not specify stage preferences in public materials, though they likely focus on lower and middle-market opportunities within US geographies through external fund managers.