Access to a family office experience without the steep overhead
Avidian Wealth Solutions is structured in a way that provides a similar family office experience as that of a single-family office, but with a more cost-effective structure.
Our team of experienced professionals provides comprehensive wealth planning tailored to your individual needs with services such as estate planning, risk management strategizing, and retirement planning in Houston, TX, and beyond.
What does this mean for you? No college funding strategies will be recommended without taking into account any potential impacts on your overall financial plan. You’ll also gain access to the knowledge of a team of multi-disciplinary seasoned professionals, without the overhead costs typically associated with a family office.
Strategies made with consideration to your overall tax plan
At Avidian Wealth Solutions, we help wealthy families finance their children’s education in the most tax-efficient way possible, working to incorporate 529 plan tax benefits into their overall tax plan.
If you’re looking for tax planning in Houston, our team of financial advisors for high-net-worth individuals and families can work with you to set up a 529 college savings plan and beyond, to make sure that you’re taking advantage of every possible opportunity. We’ll provide you with the most effective strategies for using a 529 College Savings Plan to meet your college funding goals, as well as maximize the potential tax benefits.
Decisions are made in your best interest — always
When you work with Avidian Wealth Solutions for college funding strategies and tax planning in Houston, you can rest assured knowing that all decisions will be made with your financial future in mind.
As fiduciary financial advisors, we are committed to finding the best possible solution for each family we work with, providing personal service and guidance every step of the way. The fiduciary standard means that we are legally obligated to serve your best interest, always.