02/14/2022
Does Texas Have Capital Gains Tax?
TOP 2%
Avidian ranks as one of the Best Financial Advisory Firms in the nation*
*USA TODAY and Statista 2023 Market Research
Secure Your Wealth.
Simplify Your Life.
A boutique family office experience designed for founders, executives, entrepreneurs, and families.
$
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Featured In
Our optimized approach to wealth management
At Avidian, we do more than manage your money, we provide a suite of wealth planning solutions throughout your financial life.
Investment
management
Financial
planning
Estate
planning
Tax
strategies
Risk
management
Estate planning
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:
- Reviewing wills, trusts, and other documents
- Confirming and coordinating beneficiaries
- Direct collaboration with your legal and accounting teams
Learn more about our estate planning solutions.
Schedule a conversation
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.
Who we serve
Individuals and families
From investment planning and asset protection to tax strategies and charitable giving, our advisors can provide solutions tailored to your wealth needs.
Business owners and executives
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.
Pre- and post- retirees
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.
Trusted experience
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.
CFPs
CFAs
MBAs
JDs
PhD
CEPAs
The Avidian difference
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.
Transparent
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.
Diligent
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.
Proactive
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.
Connected
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.
Explore market insights
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
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
Wealth Management in Houston
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.
Wealth Management in Austin
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.