Comprehensive, customized, and cost-effective wealth management in Austin.
Individuals, families, and business owners looking for high-net-worth financial planning choose boutique family office environments for their comprehensive and personalized approach to wealth management.
If you and your family are looking for single-family office service in a boutique family office environment, Avidian Wealth Solutions might be the perfect fit for you. Avidian offers comprehensive and customized wealth management strategies at our boutique family office in Austin, ranging from estate planning and tax planning to risk reduction and investment management.
To learn about how family office wealth management can help you grow your wealth and maintain it for generations to come, schedule a consultation with us today.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Single-family offices are traditionally businesses owned and operated by ultra-wealthy families, whose purpose is to oversee the family’s finances from all aspects under one roof. Price isn’t the only thing that is prohibitive about a traditional family office environment. Setting up a family office full of professionals that you can trust takes a lot of time and expertise. How do you know that you’re picking the right people and that you’re setting them — and by proxy your legacy — up for success?
Owning and managing your own family office in the traditional model is no longer the only way to put your finances in a family office environment. Avidian Wealth Solutions boutique family office environment offers a holistic wealth management approach to high-net-worth families, small businesses owners, retirees looking for ways to mitigate risk, maximize their investments, and more.
Avidian’s boutique family office environment in Austin offers wealth solutions to fit unique needs, including:
Our team of interdisciplinary financial professionals works together to develop a customized and comprehensive financial plan. Our decisions are conservative, research-derived, and engineered to help you reach your financial goals.
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
Managing your investment portfolio to grow and mitigate risk, fully exploring tax reduction opportunities every year, planning the succession of your wealth and ensuring your legacy lasts for generations to come. There are countless considerations to make involving your current financial situation and the future you envision for you and your family.
Simplifying and coordinating your wealth management can ensure that all facets of your wealth are connected, ensuring, for instance, that asset allocation is done with tax planning and estate planning in mind.
Simplifying your wealth management and tailoring it to your needs not only has benefits for your wealth, but for yourself. Boutique family office wealth management means you will be taken care of, knowing that your family is on the receiving end of high-touch, customized wealth management from a team of fiduciary professionals will allow you and your family to focus on living the lives that you’ve already built.
Working with a boutique family office gives you an entire team of experts at your disposal. RIA advisors in Austin, tax planners, risk managers, all united under one roof and with one purpose: helping you reach your financial goals.
Whether you’re wondering about the best investments for retirement or investing in private equity, Avidian Wealth Solutions has a team member that can guide recommendations using their expertise and intimate knowledge of your goals.
The coordination of your wealth management benefits your wealth in other ways, too. Coordinating all aspects of your wealth management in a family office environment can help streamline the process, reducing risk and ensuring that all aspects of your finances are working in harmony.
Risk management at Avidian is done with your entire financial plan in consideration. You can be sure that every part of your family’s finances will always be considered; our investment experts are in communication with our estate planning advisors, and our tax planners work with your retirement financial plans in mind.
Plus, because we are fiduciary financial advisors, you can be sure that you’re getting the highest level of privacy, confidentiality, and trust, which are so particularly vital for high-net-worth individuals and their families.
Single-family offices usually cost a family about 1% of their total assets. While 1% might not seem like a lot, for high-net-worth families, this number can balloon quickly. How much should a family office cost? That question has a different answer. At Avidian Wealth Solutions we offer cost-effective family office wealth management because we believe that family office resources should be available to more high-net-worth families at more competitive rates.
Avidian Wealth Solutions offers cost-effective and personalized financial solutions from a team of talented interdisciplinary financial professionals. If your small business or high-net-worth family could use personalized and comprehensive financial solutions from professionals that you can trust, Avidian’s boutique family office environment in Austin might be just what you’re looking for.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
