top of page



Team Based Model

  • Understand and prioritize needs

  • Address biggest problems

  • Achieve most important goals

“Proactive Planning Team” combined with “Virtual Family Office Experience”

Proactive Planning

We take initiatives to anticipate potential issues or opportunities before they arise. We take steps to minimize your tax liability and optimize your financial situation. Being proactive keeps us updated on changes in tax laws and regulations. This helps us identify new deductions, credits, or strategies that could benefit our clients. We regularly review new publications, consult and partner with CPAs and tax professionals or attend seminars/webinars.

Holistic Planning

In the context of tax planning, a holistic approach involves considering not just the immediate tax implications but also the broader financial and personal goals of our clients and their business. By taking a holistic approach to tax planning, we can ensure that our tax strategies align with your broader financial goals, risk management objectives, and estate planning needs. We recommend working and collaborating with your tax professional to develop and implement a comprehensive plan tailored to our client's specific circumstances.

6 Houston.jpeg

Comprehensive Planning

Financial services professionals take a variety of approaches to offering financial advice. Some focus on one area of a client's finances. Others focus on two or three. However, it is our experience that all aspects of one’s financial life are interwoven to some degree. Effective financial planning, therefore, cannot be done without taking a comprehensive approach that considers one’s entire financial picture. Often it is not until one looks at this “big picture” that one’s financial goals and strategies come into focus. Financial planning is more than investing, and it is also more than asset preservation. When choosing a financial planner, it is imperative that one choose a credentialed professional who has the training and expertise to provide comprehensive wealth management and financial planning solutions.

bottom of page