Unlike many investment advisors, we do not subscribe to the “not invented here” philosophy in reviewing existing delegated management and custodial relationships. We seek to honor the client’s existing relationships with investment managers and custodians alike, and will not recommend relationship changes simply because the manager is not among those with whom we currently work.

With each engagement, we visit with every family member as part of our strategic planning. We work through a process we call Getting to the Beginning, wherein we identify the client’s most critical issues, and determine the desired outcomes. We recognize barriers that may prevent those outcomes, and develop action items necessary to eliminate them. We then assign leadership to be responsible for completion of the action items within an agreed-upon time frame, and regularly monitor and report results, turning strategic ‘planning’ into strategic ‘doing’.

With our comprehensive strategic planning services, we provide our clients with the guidance and support they need to achieve their financial goals. Visit us at our offices in Houston, TX or schedule an initial virtual meeting to learn more.