Family Office Services

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

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.

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.

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™, CPAs, 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.

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.