Overview

We are a full service wealth management firm that evolved out of the Single Family Office of a 4 generation Texas family. We are actively looking to add advisors or purchase RIA's who are looking for a succession plan. We offer full Wealth and Risk Management services, as well as business and family succession/continuity planning and philanthropic planning. We currently manage the liquid and direct investment portfolio for our founding family and approximately 23 other families.

Last Activity
6 months or more

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