A comprehensive financial plan is only half of the journey. To meet your goals, you also need effective execution. We at Briaud understand that running the business of a family’s wealth can get increasingly complicated. Our team can help you manage all of the moving parts.
Example services include:
- Compiling documentation for tax and legal professionals
- Managing multiple entities (family partnerships and trusts)
- Inter-generational goal-setting and estate planning
- Philanthropic advisory services
- Business valuation and consulting services
- Assisting executors and trustees with their duties
High net worth families may also be interested in our trust services, offered through Briaud Trust Services.