Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

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Financial Planning for High-Net-Worth Individuals and Families

Optimize your wealth. Maximize your opportunities. Build your legacy.

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Wealth management designed to simplify your life as a high-net-worth individual

At Avidian Wealth Solutions, we understand the types of complexities that wealth can bring. This is why our financial planning for high-net-worth individuals and families uses a holistic approach to offer individualized support, in an effort to help you maximize your assets and preserve your family values for generations to come.

Not sure if you need a financial advisor? We encourage you to ask yourself the following questions:

  • If you own a business, do you have a well-defined succession strategy? Are you prepared for future sales or mergers?
  • Are you paying too much in taxes?
  • Do you have a plan for the unexpected?
  • Does your current financial advisor actively review your affairs and regularly check in with you? Can you remember the last time you spoke with them?
  • Does your current financial plan take into consideration multi-generational wealth transfer and allow you to leave the legacy you want for your children or grandchildren?
  • Do you have a holistic understanding of your current assets, liabilities, and net worth?
  • Is your financial plan set up in such a way to endure issues and accomplish your goals within your desired timelines?

Learn more about how Avidian can help with financial planning for high-net-worth individuals and families by contacting us today.

Our full circle approach to wealth management

Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.








Investment management

The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.

How we help:

  • Thorough, tailored vetting and assembly of diverse investment opportunities
  • Monitoring, reallocation, and trading to maximize gains and minimize risk
  • Access to private offerings*

Learn more about our investment management strategies.
*For qualified clients only

Ready to take the next step toward a simpler financial life? Schedule a conversation 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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How can Avidian help high-net-worth individuals and families?

Avidian Wealth Solutions offers financial planning and wealth management services tailored to meet the needs of high earners and entrepreneurs. Our comprehensive approach is built to help manage your wealth so you can focus on spending time with your family. And with our Executive Action Plan, you’ll gain a clear understanding of what your money can accomplish from planning for generational wealth management to minimizing unexpected financial surprises.

Financial planning

Our team is dedicated to helping our clients reach their financial goals while meeting their individual needs. We can provide guidance on asset allocation, investment selection, retirement planning, educational funding, debt management, and more.

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Alternative asset management

Alternative investment management can be an effective strategy that helps to diversify portfolios, minimize risk, and maximize returns. For qualified clients, these investments may include venture capital, hedge funds, private equity, real estate, commodities, and other asset classes that may offer different levels of returns than more traditional investments.

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Education funding

High-net-worth individuals and families can benefit from a range of funding options to support their children’s educational pursuits. We discuss the best option for your situation, providing you with the appropriate solutions to help you achieve the return on your investment need to achieve your goal.

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Retirement planning

High-net-worth families can consider retirement strategies including retirement plans, such as IRAs or 401(k)s, alongside retirement income planning, tax strategies, and estate planning strategies to work towards setting themselves up for a comfortable retirement.

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Wealth transfer

Together we can help establish a plan designed to preserve and transfer your wealth to future generations. This can involve coordinating the creation of trusts and other legal entities, structuring tax-efficient strategies, incorporating philanthropic plans, and identifying family needs over time.

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Charitable giving

Charitable giving and tax planning for high-net-worth individuals and families can be a powerful tool in reducing tax liability while simultaneously providing much-needed support to a charity or cause. We can help you find different ways to leverage your philanthropic goal with tax planning strategies to maximize the financial impact of your donations.

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We take a proactive approach to your wealth management

Avidian Wealth Solutions is a fiduciary financial firm. Meaning that we are legally obligated to put your best interests first, offering you the highest standard of care. What does this mean for you? Boutique, trustworthy financial planning for high-net-worth individuals and families.

Whether you’re nearing retirement or are already retired and want to maximize your investment strategies, we will work directly with you and your established team of professionals to handle our respective areas of expertise.

Our goal is simple. Help you enjoy the life you’ve built while protecting it against whatever might come next.

This is the Avidian difference.

Tax planning

With the right strategies in place, taxes don’t have to have a significant impact on your hard-earned wealth. Avidian’s financial advisors offer tax planning in Houston for high-net-worth individuals and families, utilizing a disciplined, tax-sensitive process based on time-tested fundamentals that aim to reduce the impact of taxes in multiple areas of your financial plan.

Our high-net-worth tax strategies include optimizing estate tax, tax-efficient gifting, IRA/Roth IRA funding and utilization, as well as managing tax-efficient investment portfolios and conducting strategic tax return reviews. By approaching your wealth management with this in mind, we can help maximize your income, tax savings, and investment returns.

Setting your legacy up to live beyond your lifetime

You’ve worked hard to grow and preserve your wealth. Avidian can help you ensure that your legacy will be transferred across multiple generations. In our experience, clients who have thought through the terms, conditions, and predicted outcomes for the passing of their assets early on are able to retire with greater peace of mind, knowing that their family is prepared to oversee their assets and carry on their guiding principles.

At Avidian, our fiduciary firm can collaborate with you, your estate attorney, and tax advisor(s) to help you make informed decisions in areas such as tax-sensitive wealth transfer, legacy planning, reviewing and updating wills, estate planning for high net worth families, evaluating your retirement accounts, and succession planning.

Investment strategies unique to your needs

Just like no family is the same, no investment strategy should be the same either. Your investment portfolio should take advantage of both passive and active investment vehicles that are completely unique to you and your financial goals. Because we are a fiduciary financial advisory firm, your best interests are placed ahead of our own in every aspect of your financial plan including investment management.

We use third-party solutions (no proprietary software products) for guidance in determining tax-efficient, cost-effective, and customized portfolio allocations that align with your long-term financial goals. So, you can have confidence that our team is optimizing your portfolio regularly and meticulously.

We don’t just expect the unexpected, we plan for it

With Avidian’s financial risk management strategies, you can do just that. We work closely with high-net-worth individuals and families to create a personalized, conservative approach to wealth that prioritizes risk management. Our team of financial advisors consistently monitors and manages your portfolio, watching for investment turns and market volatility.

When establishing your customized financial plan, we use a thorough, repeatable, and time-tested process that keeps your risk tolerance, long-term comfort, and success in mind.

Financial insights for individuals & families

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Schedule a conversation

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