High-Net-Worth Estate Planning in Austin

Build your legacy with the future in mind.

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Although estate planning can seem like a complex and daunting process, with the right partners by your side, you can work to set your legacy up to be secured for generations to come. Estate planning is of even more importance for high-net-worth individuals who face a unique set of challenges in attempting to safeguard and pass on their wealth.

If your family could use a partner to make estate planning in Austin feel more simple, Avidian Wealth Solutions offers estate planning for high-net-worth families looking to protect their assets and pass their prosperity on from generation to generation. Avidian offers comprehensive estate planning services, as well as tax planning, investment management, retirement planning services, and much more.

To find out more about how Avidian can help you work to simplify your wealth and optimize your life through estate planning in Austin, schedule a conversation with us today.

$

Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Why partner with Avidian for your estate planning in Austin?

If you’re looking to preserve, protect, and pass on your wealth so that your family can prosper for generations to come, consider partnering with Avidian Wealth Solutions for your estate planning in Austin.

Although Avidian offers estate planning for high-net-worth families, that isn’t all we do; we also manage investments, calculate risk, implement tax strategies, help you prepare for retirement, and more. A good estate plan can involve just about every aspect of your financial life, and Avidian is built to optimize and connect those things.

For those outside of Austin, Texas, we also offer estate planning in Houston, Sugarland, and The Woodlands. If you have any questions about our services or are interested in what Avidian can do for your financial life, get in touch with our financial advisors today.

Comprehensive analysis of trusts, wills, and assets

The first things that come to mind when thinking about preserving and growing your family’s wealth are asset protection and risk management. But in order to properly manage and protect your family’s assets, you will first need to take a thorough accounting of them, taking them into consideration throughout your estate planning process.

Additionally, it can be very difficult to make sure that beneficiary designations are aligned when dealing with a long list of assets in a pile of complex documentation. If these decisions are not made in agreement with one another you could be looking at a potential legal crisis for your family members.

Our advisors take a very thorough accounting of your trusts, wills, and assets, as well as your family structure and long-term goals, to craft a plan that aims to align all of these complex variables as elegantly as possible and provides you with a personalized and optimized estate plan.

Married couple reviewing their will

Seamless coordination with your estate lawyers

Transfers of wealth are notoriously complex matters that almost always involve at least one Texas estate planning attorney to ensure that things go smoothly. You likely have an estate lawyer — or more likely estate lawyers — who you trust, and who already have some familiarity with your trusts, will, and assets.

To ensure that your assets and documentation are all properly managed, and because all trusts and wills should be created in conjunction with an experienced estate attorney, Avidian makes it our business to closely collaborate and develop a relationship with your attorneys.

Although we are not Texas estate planning attorneys, we do endeavor to optimize your entire financial life, which does include taking on the burden of managing your entire financial team, and hopefully making it easier for your attorneys to do their job, too.

Couple reviewing estate documents with their estate lawyer

Beneficiary designation and trust administration

There is often a delicate balance to be stricken between accommodating your family’s interest and taking care of your family members. Very often financial stability and family unity can find themselves at odds during the decision-making process, but there are creative ways to designate and administer inherited assets that can help to bring the two together.

Whether you need advice on seamlessly transferring ownership of property from parent to child, setting up a protective trust, or are interested in investing in one of many 529 plans in Texas to fund a family member’s education, the estate planners at Avidian can help.

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Collaboration with our tax professionals

Involving tax professionals in your estate planning is essential because high-net-worth individuals are more susceptible to heavy taxation of their estates. If you don’t keep one eye on taxation at all times before you know it, the value of your estate has declined significantly along with your beneficiaries’ inheritances.

Effective estate planning should involve the input of tax professionals, who can recommend tax planning strategies such as the utilization of trusts, charitable donations, gifting, and other advice on how to avoid taxes on inheritance money.

Continue reading about the capital gains tax in Texas.

Couple meeting with their tax advisor

Boutique family office experience

In-house single-family offices are unbeatable in their ability to provide tailor-made financial solutions and undivided attention for your family’s finances, but they are not very cost-effective.

Families looking for a single-family office experience without the headache (or overhead) of organizing and establishing an entire business can find the boutique family office experience at Avidian.

Avidian provides a boutique family office experience that includes a suite of wealth solutions in collaboration, including:

  • Asset management
  • Fiduciary investment management
  • Retirement planning
  • Tax planning
  • Risk management services
  • Business planning (succession planning as well as buy/sell agreements)
  • And more

We offer a cost-effective alternative to the traditional single-family office while providing a similarly comprehensive approach to wealth management with the same care and attention.

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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*