Family Office

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.