Protective Wealth Transition
Have peace knowing your wishes will be respected and your loved ones will be protected.
Inheritance Planning
- Financial education
- Wealth management
- Trustee stewardship
Business Succession Planning
- Liquidity planning
- Facilitate access for valuation and exit strategies
- Next-gen coaching
Transition After Loss or Separation
The loss of a loved one can be an extremely challenging time. Regardless of your stage in life, loss or separation can disrupt your daily life and have a profound impact on your financial well-being. That’s why we work with clients who are experiencing loss and guide them toward achieving financial independence.
- Guardrails & protection
- Asset transfer
- Investment management
Your Best Interests Are in Our Best Interest
Personalized Focus
Complete Confidentiality
Honest Communication
We Think Through Every Detail of Your Financial Plan
Wealth Management
Major life transitions are prepared for well in advance throughout your wealth management plan.
Investment Management
We’ll keep an eye out for concentrated wealth and advise you on strategies to minimize that risk.
Family Office Services
We’re experienced in guiding multiple generations through complex financial transitions.
Philanthropy & Charitable Giving
Your favorite charities will be counseled on your intentions for the contributions you plan to leave them.
Next-Gen & Legacy Services
We’ll set your children and grandchildren on a long-term course of success with their inheritance.
All Services
At the heart of all our services is a personal desire to see you and your family live life well.
Build Your Financial Knowledge with Our Insights
See What Integrated Asset Management Looks Like
Our Office
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
Schedule a Meeting
We can meet in our Dallas office or online.
Call Us
Personalized financial advice is just a phone call away.
Email Us
Send us a question, and we’ll respond quickly.
