WEALTH PRESERVATION STRATEGIES

for families and privately held businesses.

WE STRIVE TO ESTABLISH COMFORTABLE, LONG-TERM RELATIONSHIPS

that minimize interference with your work and daily life with an objective of maximizing preservation of your wealth - effectively and efficiently.

AS MANY FAMILIES AND PRIVATELY HELD

businesses have discovered, the talents required to create wealth are quite different from those required to preserve it.

BY WORKING DIRECTLY WITH YOU AND YOUR EXISTING ADVISORS

we are able to offer individualized planning solutions

EVERY MEMBER OF OUR ORGANIZATION

strives to provide you and your family with highly personalized, world-class service at all times.

ALL OF YOUR REQUESTS AND NEEDS

are handled expediently, but with great care, in an environment where confidentiality is always paramount.

Client Services

Gift & Estate Tax Planning

The Firm's Gift and Estate Tax planning practices for high net worth individuals and families.

Learn More

Investment Advisory Services

At the Firm's inception, the founders decided that their clients would be well-served in the investment area.

Learn More

Life Insurance Due Diligence

For many wealthy families, the acquisition of significant life insurance can be an important part of the overall wealth preservation plan.

Learn More

Interim Company Management/Board Representations

As an extension of the firm's investment advisory practice, several of our clients asked for our counsel regarding private equity investing.

Learn More

Family Risk Management

Clients often request the Firm to assess and implement improvements to the client's family risk management program.

Learn More

Family Wealth Education

In most family wealth planning cases, the non-financial considerations are at least as important to the client as the purely technical aspects are, if not more so.

Learn More

Contact Us

Dallas

214-219-4650
214-219-4654 Fax
888-339-4650 Toll Free

Fort Worth

817-339-8822
817-339-8998 Fax
888-339-8823 Toll Free

Austin

214-219-4650
214-219-4654 Fax

Close