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A boutique family office experience designed for founders, executives, entrepreneurs, and families.
Billion in client assets under management **AUM based on AWS current FORM ADV
Years of success
Avidian ranks as one of the Best Financial Advisory Firms in the nation*
*USA TODAY and Statista 2023 Market Research
At Avidian, we do more than manage your money, we provide a suite of wealth planning solutions throughout your financial life.
High-net-worth estate planning is a critical component of financial security for individuals with significant assets. We help you take advantage of strategies such as trusts, asset protection, and charitable giving while staying on top of tax law changes in an effort to protect your hard-earned assets when transitioning them from one generation to the next.
How we help:
Learn more about our estate planning solutions.
Whether you’re seeking guidance on investments, advice on protecting your assets, or are simply looking for proactive counsel, our team is here to help.
From investment planning and asset protection to tax strategies and charitable giving, our advisors can provide solutions tailored to your wealth needs.
With the support of our seasoned advisors, together, we can develop tax strategies and investment plans to protect and grow your business wealth. We offer solutions tailored around the unique needs of entrepreneurs and executives.
Whether you’re nearing retirement or planning for it, our team has the experience and expertise needed to provide strategic advice, helping you make the most of your retirement income. We can assist you in reducing your overall tax burden and creating a diversified portfolio designed to provide you with financial stability during your retirement years.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
Avidian offers executives, entrepreneurs, and families a modernized approach to wealth management. Our multidisciplinary team and boutique family office experience are designed to help you optimize and secure what you’ve built — from your wealth to your business and beyond — all while working to limit complexity.
We operate with honesty and integrity, so you always know what to expect from us. Trust is the key to success and we strive to build upon that while keeping our focus on your goals.
Our financial planning and investment management processes are highly structured so that all factors facing investors are fully vetted and considered when selecting appropriate strategies.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power, and volatility.
We build strong working relationships through open communication and commitment. Our goal is to create a lasting partnership with you and your family over market cycles and generations.
From measured articles to in-depth analysis of the issues affecting the market in our weekly video series, our team offers their perspectives on current events, market fundamentals, and more.
Boutique family office
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
Avidian Wealth Solutions is home to an award-winning, multidisciplinary team of financial advisors and professionals in Houston, including MBAs, CFPs, CFAs, CEPAs, and more. Our boutique family office experience in Houston is designed to help high-net-worth individuals, families, entrepreneurs, founders, executives, energy professionals, physicians, and more optimize their financial lives so that they can focus more on the things that matter to them.
When you choose Avidian, you’re choosing fiduciary wealth management in Houston that puts your interests first. Our Houston wealth management services include financial planning, retirement planning, tax planning, and more. Ready to get started? Contact us today to schedule a conversation with one of our advisors.
Avidian Wealth Solutions offers a suite of Austin wealth management services delivered by a multidisciplinary team of financial professionals, including MBAs, CFPs, CFAs, CEPAs, and more. Our suite of services has been curated to meet the complex needs of high-net-worth families, entrepreneurs, executives, tech professionals, physicians, and more.
Our boutique family office experience in Austin is designed to help you optimize your wealth through services like financial planning, investment management, tax planning, retirement planning, and more. Ready to get started? Contact us today to schedule a conversation with one of our advisors.