The majority of our clients are visionary first-generation wealth creators who are or were employed as corporate professional, business owners, or entrepreneurs, primarily in the Houston area.
Our clients seek a life more balanced and financially reflective of their personal value system.
Our clients want to pass on to future generations not just assets but their virtues as well, including philanthropic efforts and participation in shaping their communities and churches.
Our clients are those who want to avoid the multi-generational wealth trap: the risk of subsequent generations experiencing an increasingly diluted connection to a family’s physical estate, mission, or value system.
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1725 Hughes Landing Blvd., Suite 880
The Woodlands, Texas 77380