Boutique Family Office Experience in Houston

The boutique family office experience offered by Avidian includes a diverse suite of wealth solutions curated as a more cost-effective solution for family office services parallel to those that they’d have access to in a traditional family office including:

• Asset management
• Retirement planning
• Financial estate planning
• Tax strategies for high net worth individuals
• Risk management
• Fiduciary investment management
• Insurance services
• Succession planning and exit strategy
• Buy/sell agreements
• College funding strategies
• And more

When it comes to your financial planning, our team works together to consider how each of these aspects contributes to your long- and short-term vision, taking into account their implications on your taxes and risk management plan.

We also aim to keep your family at the forefront of your financial plans, working to include and prepare the next generation to carry on the legacy that you have created each step of the way.

How much money do you need for a family office? A single-family office typically costs around 1% of the family’s total assets. For many affluent families, this cost can add up quickly. At Avidian Wealth Solutions, we aim to offer you a cost-effective solution that provides similar family office resources. And because we are a fiduciary wealth management firm, you can trust that we have your best interests at heart, always.

Instead of working with a single advisor or needing to create a jumble of various specialists and lawyers that leave your financial plan susceptible to error, Avidian works within specialized teams of professionals that allow us to approach your wealth management from an integrated vantage point with an understanding of each of the vital parts involved.

Similar to a family office, the boutique family office experience at Avidian offers you access to a multi-disciplinary team that is comprised of highly credentialed and experienced Certified Financial Planners™, investment specialists, CPAs, investment analysts, estate planning specialists, and MBAs each dedicated to providing support through every step of your financial journey.

You can do more than just expect the unexpected. You can plan for it. Because our family office environment collaborates to consolidate your financial management through one channel, the risk for error is greatly reduced. Furthermore, by taking a thorough approach to your wealth management plan and including each aspect of financial planning, the high-net-worth financial advisors at Avidian Wealth Solutions are able to tailor your risk management plan to consider the risk across all areas of your financial plan including your investments, taxes, business, retirement, estates, and more.