Family Office

Many of the country’s wealthiest families internally manage their legal, financial and accounting issues with what has come to be known as a “family office.” Generally, someone needs at least $100 + million to set up a fully functioning private family office. This would include, in addition to the legal, investment and accounting services, general lifestyle management, such as managing and maintaining homes, yachts and private planes, travel planning, home health care and other services as varied as the families that require the services.

Our firm has been acting for several years as a “family office” for our wealthy clients and their families for whom a private staff is not reasonable or is unnecessary. We have built a “team” of professionals we work with from financial and investment advisors, insurance, home health care, accounting and bookkeeping services and general office services that we help coordinate for our families.

Now, many of our clients want to take advantage of the benefits of a family office and have convinced us to make the services available to busy, successful households in the central Texas region on a sensible, economical basis. If your family or family member needs one or more services or supervision of services please give us a call for assistance and to set up an interview to determine if we can be your family office.