We each have different needs, and those needs even change as we confront different stages of life. A true partner knows you well enough to be able to help with all decisions, big and small.
To us, a perfect plan is one that is elegant and achievable. We understand that goals and external circumstances evolve over time, so planning must be tailored and flexible to be effective.
Investing is not likely to get easier in the future. Public markets are more volatile then ever. Private markets have opportunities but are difficult for the average investor to navigate. Our investment staff can help.
Briaud Trust Services, chartered in all 50 states, allows you to craft a specialized plan for your assets, your family, and your charitable intent. Access all of the capabilities of a big bank’s trust department, with the individualized service of a smaller, independent firm.
Who We Work For
University Professors and Administrators
Our business grew up in a college town, and through the years we have built up a national reputation for our work in academia. University retirement plans are unique, and university employees are unique too. Many people don’t realize the types of income streams available to professors, from grants and book royalties, to consulting and expert witness work. All of these moving parts give us a lot of unique financial planning opportunities. We help academics focus on their true passions by taking over the day-to-day maintenance of financial matters.
Small Business Owners
Small business owners have spent their lives and careers building successful companies. Briaud helps with financial planning and management services to help optimize financial structuring, reduce taxation, and plan for intergenerational wealth transfer. Business owners’ lives are complicated enough. With our help, finances are one less thing to worry about.
Families with Special Needs
For families with one or more person with special needs, the financial planning landscape can be overwhelming. We know from experience how challenging the day-to-day can be for these families, so we specialize in aligning family finances with available resources to help ensure that each family member has the care they need and their financial well-being is being protected.