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Family Office Services

Your wealth – managed, optimized, and secured.

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High-net-worth families often have complex financial needs that require great attention and care to manage effectively. Family office services often fulfill those needs in a way that traditional wealth management cannot. At Avidian Wealth Solutions, we offer a team of industry professionals each dedicated to your wealth management, tax planning, estate planning, risk management, retirement planning, and more, all under one roof.

Avidian offers comprehensive and tailor-made wealth solutions out of both our Houston and Austin offices. Whether you’re looking for estate planning advisors in Austin, advice on retirement planning in Houston, or anything in between, you’ll find it at Avidian Wealth Solutions.

If you would like to learn more about having a team of multidisciplinary professionals dedicated to creating your custom financial solutions, schedule a consultation 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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What are family office advisory services?

What is a family office? Family office service providers have traditionally been single-family offices, but this is no longer the only option. Single-family offices are businesses that are owned by ultra-high-net-worth families and are operated semi-independently but exist only to manage the aspects of that family’s needs.

Owning and operating your own single-family office is prohibitively expensive and exceedingly risky for those without the time and resources to dedicate to the endeavor. Other than having the capital and the know-how required for starting a family office, you would need to hire independent financial professionals who are dedicated to serving your family office.

At Avidian Wealth Solutions, we make the family office experience available to all high-net-worth individuals, families, executives, and entrepreneurs who do not want to start and run their own family office. While we don’t offer the traditional family office structure, our clients still receive the family office advisory services and a similar experience that they would expect from a boutique family office, and we’ll tell you how.

What is the purpose of a family office? Why work with one?

Why work with a family office? We will answer this question in two parts: the benefits for your finances and the benefits for you.

For your finances: Family office services offered by Avidian are both comprehensive and customized. We’re not trying to outperform some index — we’re trying to meet your financial goals. We do that by connecting your wealth wherever we can, for a more comprehensive financial strategy. Our team of multidisciplinary professionals works together to manage your money today, but always with an eye towards your tomorrow.

Some of the family office advisory services offered by Avidian include:

  • Asset management
  • Retirement planning
  • Estate planning
  • Debt management
  • Tax planning
  • Risk management
  • Succession or exit planning
  • Insurance services
  • Buy/sell agreements
  • Philanthropy and charitable giving strategies
  • And more

For you: The family office structure is designed to provide attention to every component and aspect of your wealth. When you can trust that your finances are well taken care of, you can remove the stress related to managing or co-managing your finances, and focus on your life — whether that be growing your business or planning your next fishing trip.

Why partner with a firm that offers a boutique family office experience?

Risk management

Most people want to get more out of their finances without risking more, but that can be difficult to do without time, resources, and extensive expertise. For this reason, anyone looking to move financial management should be looking for extensive experience mitigating and leveraging risk in their Austin or Houston financial management team.

Avidian leverages state-of-the-art technology and time-tested strategies to plan for and mitigate risk across investments, estates, businesses, and more, including:

  • Portfolio risks like principal, longevity, purchasing power, and market volatility
  • Unexpected life events like health issues, job loss, or deaths in the family
  • Business risks stemming from lending, debt, and large capital investments

Risk is a fact of life. Using a research-based, vetted system, enacted by fiduciary financial professionals, will help your plan for it.

Advisor team looking at stock market chart on iPad

Multidisciplinary team, constantly adapting

If you are constantly having to call your financial advisor, you’re likely with the wrong advisor. Avidian Wealth Solutions can help ensure that your finances are aligned with your life and your goals with regular check-ins, consultations, and readjustments.

Instead of working with a single advisor, when you work with Avidian, you work with a team of highly credentialed Certified Financial Planners™, investment specialists, risk managers, and estate planners, united under the goal of integrating and optimizing your financial life.

Does this sound difficult? Not for you. One of the benefits of having a deep roster of professionals is that we have the manpower and the experience to organize your financial life for you. It doesn’t matter if your finances are hectic or scattered, that’s what we’re here for.

Advisor going over notes with clients

Cost-effective family office services

How much should a family office cost? Family office fees are generally a percentage of assets under management at the family office each year. While these rates vary greatly depending on the services provided, the value of your assets under management, and many other complexities, they typically fall within 1 to 2% of the family’s total assets.

For affluent families, that can be a huge cost to bear. At Avidian Wealth Solutions, we provide family office services in a more cost-effective environment. You get family office advisory services, with no corners cut, and we get to manage your wealth, help you achieve your goals, and plan for your financial future.

At Avidian, we make more out of what you’ve already built so that you can keep building it.

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