Who We Serve
A boutique family office experience designed for founders, executives, entrepreneurs and families. A fiduciary partnership for foundations and endowments.
Your wealth, optimized
At Avidian Wealth Solutions, we understand that no two clients are alike. Whether you’re managing your personal portfolio, preserving multi-generational wealth, or stewarding an institutional endowment, your financial needs are unique, and so is our approach to serving them.
From high-net-worth families and successful professionals to multi-generational family offices and mission-driven institutions, we work to clarify your priorities, address your most complex asset and wealth management challenges, and help build a long-term strategy tailored to your goals.
Wherever you are in your financial journey, Avidian can help you take the next step with clarity and confidence.
Private Wealth Clients
($1MM – $10MM)
High-net-worth individuals looking for holistic advice to manage and grow their portfolios with intention
Family Office Clients
($10MM – $500MM+)
Families seeking coordinated wealth oversight without the cost or complexity of their own in-house team
Endowments and Foundations
Mission-based organizations in need of investment governance, board guidance, and a fiduciary co-pilot
Billion in client assets under management *
Financial professionals
Years of success
Private Wealth Clients
Personalized financial planning for growing portfolios
You’ve worked hard to build your wealth, and now you want a plan to help protect and grow it. Our Private Wealth clients typically have $1MM to $10MM in investable assets and are seeking a thoughtful, structured approach to asset and wealth management.
Whether you’re preparing for retirement, evaluating tax-saving strategies, or planning your legacy, we offer an integrated suite of services tailored to your priorities. Think of us as your financial quarterback: coordinating the moving parts so you can stay focused on what matters most.
What Avidian can offer
- Investment management aligned with long-term goals
- Cash flow planning and retirement readiness
- Estate and legacy strategies for future generations
- Risk mitigation and insurance planning
- Tax Planning
We don’t believe in one-size-fits-all advice. Instead, we build flexible, personalized plans that evolve with your life and remain focused on your objectives.
Family Office Clients
Comprehensive wealth strategy without the overhead
Managing significant wealth across generations comes with complexity. Our Family Office clients often have $10MM to $500MM+ in assets and need comprehensive oversight that goes beyond portfolio management alone.
Building a traditional single-family office is expensive, resource-intensive, and often unnecessary. Avidian offers a more streamlined solution: a boutique family office model that delivers coordinated asset and wealth management, tax strategy, estate planning, investment access, and legacy guidance — without the full-scale overhead.
You gain a centralized team that understands the bigger picture of your financial life and collaborates with your existing professional advisors (accountants, attorneys, etc.) to assist with alignment across your entire ecosystem.
Our areas of focus
- Family governance and multi-generational succession planning
- Coordination of trusts, estate entities, and gifting strategies
- Institutional-level investment management
- Access to alternative investments and private opportunities
- Charitable and philanthropic giving structures
Whether you’re transitioning wealth to the next generation or simply want a more integrated way to manage it, Avidian’s boutique Family Office environment delivers clarity, strategy, and control.
Endowments & Foundations
Mission-based organizations in need of fiduciary partnerships
Mission-driven organizations face a unique responsibility: managing assets in a way that supports long-term impact, while meeting fiduciary standards and satisfying diverse stakeholders. Our institutional partners include nonprofits, foundations, and endowments that work with Avidian to bring discipline, transparency, and governance to their investment strategy.
Through our Outsourced Chief Investment Officer (OCIO) model, we serve as a fiduciary partner, helping institutions build resilient portfolios, manage risk, and support board-level decision-making.
Whether you’re re-evaluating your investment policy statement, educating a new board, or simply seeking more proactive oversight, Avidian offers the structure and experience to help.
How Avidian can help
- Co-fiduciary, institutional-level investment management
- Board governance advisory services
- Investment and spending policy design and review
- Peer group research
- Donor education and reporting tools
- Mission-aligned investing strategies
We don’t just help manage assets; we partner with you in addressing your fiduciary responsibilities. Our approach is collaborative, mission-aware, and rooted in a deep understanding of institutional governance.
Additional service areas
Business owners and executives
Whether you’re a business owner looking for small business retirement solutions or need advice for tax planning and growth strategies, Avidian Wealth Solutions can help. Our team of experienced professionals will work with you to create a customized financial plan to help manage risk and plan for the sustainability of your business.
Individuals and families
We understand that each family has its own unique finances, goals, and needs. To set you up for the best outcomes, our experienced financial professionals will build a custom plan that aims to meet your specific objectives whether it’s wealth transfer planning, estate planning, retirement income solutions, or insurance coverage.
Pre- and post- retirees
We offer a suite of retirement solutions to help pre-retirees and retirees work towards a secure financial future. Whether you’re looking for tax planning strategies, investment advice, or retirement income solutions, our experienced advisors can create a customized plan based on your unique goals.
Energy professionals
Our team has the capability and knowledge needed to help energy professionals address their unique financial needs. We can help you create a customized plan designed to minimize risk and maximize growth potential. Whether you need advice on asset management, insurance coverage, or maximizing your benefits package, our advisors are here to provide the guidance you need.
Medical professionals
Avidian Wealth Solutions offers financial planning services specifically tailored to the needs of physicians, such as advice on asset management, insurance coverage, retirement income solutions, investment management, and wealth transfer planning.
Ultra high-net-worth investors
Avidian Wealth Solutions helps ultra high-net-worth investors grow and protect wealth through tailored portfolios, tax-efficient strategies, and legacy planning — all delivered with a boutique, multi-disciplinary, family-office style approach.
Let’s talk about what matters to you
No matter your stage, structure, or size, our goal remains the same: to work in partnership with you to simplify complexity, uncover opportunity, and give you the confidence to move forward.
If you’re unsure where you fit or which of our asset and wealth management services might be most relevant to your needs, let’s start with a conversation. We’re here to listen, understand your goals, and help you find the right path forward.
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*