Paul L. ComstockDirector, Relationship Manager

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(713) 977 2694

Throughout his career, Mr. Comstock has focused on providing individuals acting in the capacity of a family, trust or non-profit governance fiduciary with counsel that is designed to meet the multi-dimensional needs of current cash flows and protecting assets within generation spanning trusts, private investment companies, charitable split interest trusts, private foundations and publicly supported non-profit corporations. His work has focused on sound investment principles, organized and structured to meet the needs of beneficiaries and the multiple decision makers involved in each entity.

His efforts structure quantitative solutions to as many of the typically qualitative decisions fiduciaries are required to make. This effort generally results in designing family financial organizations and non-profit entity investment policies that encourage responsible decision making by those who are in charge now and those who will follow. A key element of this effort is the role of mentoring and adequately preparing successor decision-makers regarding the investment activities necessary to meet the needs of current and future beneficiaries as well as the constituents of the non-profit organizations they serve.

Mr. Comstock has participated in the professional community through leadership roles with the Planned Giving Council of Houston where he served as a founder, Board Member, and Past President. The organization bestowed their first lifetime achievement award upon him.  He has served as a past Board Member of the Partners in Philanthropic Planning (National Committee on Planned Giving) where he also served as its President in 1996. Mr. Comstock served as a Board Member on the Center of Philanthropy at Indiana University for 10 years and was the Chairman of its Board of Visitors. He now serves on an advisory panel to the Executive Director of the Center. He is currently Chairman of the National Planned Giving Council sponsored by the LDS Philanthropies Planned Giving Office.

Paul has been asked to participate in two peer invitation only organizations: The Committee for Family’s Flourishing and L3, a private organization of family wealth leaders having focus on Leadership, Legacy, and Learning. Paul is a frequent lecturer on the issues of family wealth and fiduciary investment oversight. He has written numerous professional journal articles on both subjects. He received a Bachelor of Science in Business and a Master’s of Science in Financial Services.

Read: Paul Comstock Honored With the 2014 Five Star Wealth Manager Award

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