A cost-efficient, holistic approach to customized wealth management.
Ultra-high-net-worth families are drawn to in-house family offices because of their customization, diverse suite of services, and the privacy that they provide. If you’re a high-net-worth individual, family, or business owner looking for a boutique family office experience in Houston similar to that of a single-family office, look no further than Avidian Wealth Solutions.
Our comprehensive approach to wealth management and our multi-disciplinary team allows us to offer our clients a more cost-effective solution for family office services parallel to those that they’d have access to in a traditional family office such as high-net-worth retirement planning, tax strategizing, and financial planning for business owners including succession planning and navigating buy/sell agreements.
Schedule a consultation with us today to learn more about how the family office environment at Avidian can support you throughout your financial planning journey.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
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. However, owning and managing your own family office is no longer the only option.
At Avidian Wealth Solutions, our goal is to offer a similar menu of services, making 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.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
CFPs
CFAs
MBAs
JDs
PhD
CEPAs
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 offers a collaborative approach with access to specialized teams of professionals, allowing 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™, Houston RIA advisors, investment specialists, 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 of oversight is 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 various risk factors across your financial plan including your investments, taxes, business, retirement, estates, and more.
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.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
