The right person often depends on the complexity of your financial life. For high-net-worth and ultra-high-net-worth families, working with a financial advisor can help coordinate the tax, investment, and wealth transfer pieces alongside your attorney’s legal documents, rather than treating estate planning as a single, isolated task.
Estate Planning Financial Advisors in Austin, TX
Build your legacy with the future in mind.
Estate planning can feel complex, but working with an experienced estate planning financial advisor in Austin can help make the process more approachable. This is especially true for high-earning families, who often face a unique set of challenges when it comes to preserving and passing on their wealth across generations.
If your family is looking for a partner to help make estate planning in Austin feel more manageable, Avidian Wealth Solutions can help. We offer estate planning for high-net-worth families and ultra-high-net-worth families seeking to preserve their wealth and pass on their prosperity from generation to generation. Our financial planning process can incorporate estate planning considerations alongside tax planning considerations, investment management, retirement planning, and other aspects of your financial life. We can also coordinate with your estate planning attorneys and tax professionals. This integrated approach allows estate planning considerations to be addressed as part of your broader wealth plan rather than in a silo.
To learn more about how Avidian can help simplify the complexities of your wealth and incorporate estate planning considerations into your broader financial plan, schedule a conversation with our Austin team today.
$
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of August 22, 2026. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistently with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2025.
Why partner with Avidian’s Austin estate planning advisors?
A well-developed estate plan can involve many aspects of your financial life. Avidian’s approach is designed to help connect those pieces so that estate planning considerations can be addressed as part of your broader financial plan. If you’re looking to preserve your wealth and plan for its transfer to future generations, here’s how estate planning considerations can be incorporated into your overall wealth planning strategy:
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.
Comprehensive analysis of trusts, wills, and assets
Preserving and growing family wealth can involve a variety of considerations, including asset protection and risk management. Understanding your assets, how they are owned, and how they fit within your existing estate planning documents can be an important part of the financial planning process.
Beneficiary designations are another important consideration, particularly for families with multiple accounts, assets, trusts, and other estate planning arrangements. Reviewing how these elements work together can help identify potential inconsistencies or areas that may warrant further discussion with your estate planning attorney or other professional.
Our advisors consider your assets, family structure, long-term goals, and existing estate planning arrangements as part of the broader financial planning process. When appropriate, we can coordinate with your estate planning attorney and tax professionals to help align these considerations with your overall wealth plan.
Seamless coordination with your legal team
Wealth transfers can involve complex financial, tax, and legal considerations, making coordination with an experienced estate planning attorney an important part of the process. You may already have an attorney you trust who is familiar with your trusts, will, assets, and family circumstances.
Because trusts, wills, and other legal documents should be prepared and reviewed by qualified legal counsel, Avidian can work with your attorneys to help coordinate the financial aspects of your estate plan with your broader wealth planning strategy.
Beneficiary designation and trust administration
There is often a delicate balance to be struck between accommodating your family’s interests and taking care of your family members. 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’re considering transferring property from parent to child, exploring how a protective trust may fit within your broader estate plan, or interested in investing in one of the available 529 plans in Texas to help fund a family member’s education, Avidian’s financial advisors can help you evaluate these considerations as part of your broader wealth plan and coordinate with your legal and tax professionals.
Collaboration with our tax professionals
Tax considerations can be an important part of estate planning, particularly for high-net-worth individuals and families whose estates may be affected by federal estate, gift, income, or capital gains taxes. Understanding the potential tax implications of different planning decisions can help you and your professional advisors evaluate strategies appropriate for your circumstances.
Estate planning may 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.
Boutique family office experience
Traditional single-family offices can provide highly customized services and dedicated attention to a family’s financial affairs, but establishing and maintaining a standalone family office may require significant resources and infrastructure.
Avidian offers a boutique family office experience for families seeking a coordinated approach to managing complex wealth without establishing their own single-family office.
Services Available:
- Asset management
- Fiduciary investment management
- Retirement planning
- Tax planning
- Risk management services
- Business planning (succession planning as well as buy/sell agreements)
- And more
For some families, this approach may provide a more cost-effective way to access coordinated wealth management services than establishing and maintaining a standalone family office.
How to choose a trusted estate planning financial advisor
Choosing the right advisor starts with looking past credentials alone. It helps to consider an advisor’s experience working with families whose financial circumstances are similar to yours, how they coordinate across the many moving pieces of a financial life, and how transparent they are about their process and fees and potential conflicts of interest.
A few things worth evaluating as you compare options for estate planning in Austin:
- Experience with complex, multigenerational wealth: Look for a track record working with families facing similar planning challenges, not just individual investors.
- A coordinated, team-based approach: An advisor who works alongside tax professionals, estate attorneys, and investment managers can help reduce gaps between different parts of your plan.
- Fiduciary standard: A fiduciary advisor is held to a standard of acting in your best interest, which matters when the stakes span multiple generations.
- Clear communication: Estate planning conversations often involve several family members and long time horizons, so it helps to work with an advisor who explains strategies in plain language.
Ultimately, the right advisor should feel less like a vendor and more like a long-term partner working alongside your family. Avidian Wealth Solutions works to bring this kind of coordinated, fiduciary approach to the ultra-high-net-worth families we serve in Austin.
Your family’s next chapter deserves a comprehensive plan
Every family’s financial life is different, and a plan built around your specific goals can help you move forward with more clarity. Working with an estate planning financial advisor gives you a partner who can help coordinate the many moving pieces of your wealth, from tax planning and investment management to long-term wealth transfer strategies.
Estate planning isn’t something you have to figure out alone, and it isn’t something that has to happen all at once. If you’re ready to start the conversation about what a comprehensive estate plan could look like for your family, schedule a conversation with Avidian today.
5 Strategies to safeguard your wealth for future generations
If you want to plan for lasting financial security and genuine peace of mind for future generations, this free resource is tailored to assist you in understanding the tools that can help you prepare for, initiate, and manage your estate planning.
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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
FAQs
Who is the best person to talk to about estate planning?
What does an estate planning advisor do?
An estate planning advisor helps align your investments, tax strategy, and long-term goals with your broader estate plan. They typically work alongside estate attorneys and tax professionals so the financial side of your plan is coordinated with the legal documents, rather than existing separately from them.
How is an estate planning financial advisor different from an estate planning attorney?
An estate planning attorney typically drafts the legal documents, such as wills and trusts, while a financial advisor focuses on the underlying wealth, including investments, tax planning, and how assets are structured to transfer over time. Many families choose to work with both, since the two roles can complement each other.
When should my family start working on our estate plan?
There’s no single milestone that determines when to start, though many families begin as their wealth grows more complex or as they start thinking about multigenerational transfer. Starting the conversation earlier can give your team more time to coordinate strategies across your full financial picture, including estate tax planning services in Austin, TX that are designed to align with your broader goals.
What should high-net-worth families look for in an estate planning financial advisor?
High-net-worth and ultra-high-net-worth families often benefit from an advisor with experience managing complex, multigenerational wealth rather than a generalist practice. It also helps to work with an estate planning advisor who holds to a fiduciary standard, takes a coordinated team approach, and communicates clearly around fees and process.
Important Disclosure: Advisory and financial-planning services are provided only pursuant to an executed agreement. The scope and availability of services depend on each client’s individual circumstances and engagement. Avidian does not provide legal advice. Clients should consult qualified tax, legal, and insurance professionals regarding their specific circumstances. Investing involves risk, including the possible loss of principal. Financial planning and investment strategies cannot guarantee any particular outcome. For additional information regarding Avidian’s services, fees, and material conflicts of interest, please review our Form ADV Part 2A.