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.

Our Approach

Brownlie & Braden, LLC is a financial advisory firm with offices in Dallas, Fort Worth and Austin, Texas. In business together since the 1980s, Smith Brownlie and Jim Braden founded Brownlie & Braden, LLC as an independent firm that continues to be 100% employee owned. The Firm currently serves multiple family relationships around the country, focusing exclusively on the needs of the affluent families. We have a dedicated and experienced staff, most of whom are long-term associates with the firm, and all of whom display a keen appreciation for the needs and preferences of our clients.

Our staff includes professionals from various disciplines, creating a unique and team oriented approach to addressing our clients' issues and concerns.

At Brownlie & Braden, LLC, our mission is to provide the highest quality advice and service to the families we represent through comfortable, long-term relationships that minimize interference with their daily lives with an objective of maximizing preservation of their wealth - effectively and efficiently.

Client Services

Gift & Estate Tax Planning

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

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Investment Advisory Services

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

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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.

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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.

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Family Risk Management

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

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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.

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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

512-412-3300
817-330-0440 Fax

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