Specialty Asset Management in Houston

Whether you’re seeking professional advice for assets you already own, or are looking to diversify your portfolio with nonfinancial assets like timberland or real estate, partnering with Avidian Wealth Solutions for your specialty asset management can work to simplify the complexities of acquiring and managing specialty assets.

As your fiduciary partner in wealth management, we can help you realize your objectives and align your investment strategy to each stage of your life’s journey through retirement, estate planning, and even business succession planning.

If you are looking to take advantage of the diversification potential nonfinancial assets can offer, schedule a consultation with one of our wealth advisors today!

What is specialized asset management?

What are specialty assets? Specialty assets are illiquid assets often used by high-net-worth individuals and families to diversify their portfolios to increase their stability. They are unlike any other asset class in that they are able to weather influxes in the stock market, offering a potentially safer way to preserve your wealth through retirement and beyond.

At Avidian Wealth Solutions, we work to gain a deep understanding of your short- and long-term goals, constructing a portfolio of financial and nonfinancial assets that best fits your individual needs. Specialized assets we work with include:

Why work with Avidian for specialty asset management?

Gain access to a family-office experience without the cost

Avidian Wealth Solutions functions similarly to a single-family office by offering a multitude of wealth management services and working in specialized, highly credentialed teams all dedicated to creating confidence in your financial future. From diversifying your portfolio through your working years to protecting your legacy for your children and your children’s children, we aim to help you create a wealth management plan that helps you achieve the life you’ve envisioned for yourself.

Continue your legacy across the next generations

Our private asset management supports your continued financial success, helping you to preserve the legacy you’re hoping to leave behind. Tell us your vision for your family’s future and we will help you incorporate specialty assets into your estate plan in a way that helps you achieve that, whether you want to hold these assets outright or protect them in a trust.

Plan for and mitigate risk within your wealth plan

There is an inherent risk in every decision you make which is why we incorporate financial risk management in Houston into every wealth plan we create. Our goal when it comes to specialty asset management specifically is to help you obtain visibility into and plan for the potential risk of each specialty asset vehicle and how it could affect your complete financial plan now and in the future.

Leverage tax strategies to reduce their impact on your initial investment

Taxes are an inevitable part of buying, owning, and selling nonfinancial assets. Although they are unavoidable, we can offer solutions that work to offset their burden. Depending on the specialty asset you’re interested in investing in, we can suggest portfolio allocation and tax strategies that are designed to weather changing market conditions, protecting your initial investment.