What is a boutique family office?
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.