Picture of a client with an Avidian advisor

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

  • 19years of success.
    Founded in 2003.
  • 54Financial
    Professionals
  • $3.5Billion Client Assets
    under management

Increasing access to the family office experience

What is a family office? Traditionally speaking, a single-family office is a separate business entity run and owned by affluent families. This family office strategy aims to centralize and manage all aspects of the family’s finances and can even offer concierge services including travel planning. However, owning and managing your own family office is no longer the only option.

At Avidian Wealth Solutions, our goal is to make the family office environment available to everyone from high-earning families to large and small business owners and entrepreneurs. This methodology and dedication to your private wealth needs are what sets us apart from other wealth management firms in Houston. By taking an approach to your financial plan similar to the traditional family office strategy, our team is able to help you remove the stress of managing your finances, opening up time to enjoy your hard-earned wealth with your family.

Are you on the right path in your retirement journey?

Download our FREE Retirement Survival Guide to see where you stand.

Our Retirement Survival Guide can help you answer critical questions including whether or not you’re truly ready to retire, how to determine the amount of annual retirement income you’ll need, and deciding where that retirement income will come from.

Wealth management tailored to your needs

The boutique family office experience offered by Avidian includes a diverse suite of wealth solutions curated to fit the needs of your unique family including:

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.

Cost-effective solutions

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.

Access to an experienced team of financial professionals

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.

Mitigate risk across your financial plan

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.

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