Alison Comstock MossChief Strategy Officer, Principal

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(713) 977 2694

Ms. Moss works with individuals, families, and their charitable organizations to provide strategic wealth planning that preserves family capital for current and future generations. She brings expertise and personal experience to succession planning within various organizations (closely held businesses, family offices, & charities).  She advocates for the proper preparation of the next generation through customized training and support through programs like Beneficiary Boot Camp as well as one-on-one engagements through Empowering Beneficiaries, LLC, a sister company to Comstock designed to provide extensive resources to engage and empower inheritors of wealth.

Alison provides leadership to Comstock internally as the Chief Strategy Officer, member of the Managing Board and a principal of the firm. Just as she works to ensure successful transition of family wealth, her role is to also preserve the mission of Paul Comstock Partners as the firm continues to grow. As CSO, she has been responsible for creating and implementing Comstock’s strategic plan both internally and externally. She has played an integral part in expanding Comstock’s customized services to families with wealth.

Alison is a frequent speaker at national conferences and local chapters of organizations including PPC, YPO, WPO, and L3.  Alison is the Dean of Family Sustainability and Empowerment at the Purposeful Planning Institute.  She served on the Board of Directors of the Planned Giving Council of Houston.

Engaged in her community, Alison serves as a member of the Board of Directors of the River Oaks Chamber Orchestra (ROCO), the Development Committee for the Houston Symphony, the Advisory Board for Child Advocates, and is an adoption advocate. Alison earned her Bachelor’s degree from Brigham Young University.

 

Read: Alison Comstock Moss Honored With the 2014 Five Star Wealth Manager Award
Read: Alison Comstock Moss Quoted in NY Times Article

 

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