Investing family wealth to help preserve family dreams.
Wealth can enable great personal freedom and altruism. It can also create anxiety as your family struggles to answer key questions: Will everyone’s needs and desires be met? What is the best wealth preservation strategy? How can the continuity of the family’s values be assured?
Answers to these questions do not come simply. They are found through a journey of introspection and enlightenment that involves the entire family.
At LBJ Family Wealth Advisors, Ltd. (LBJ Advisors) we understand, because we have “been there.” For more than 60 years, we have successfully created and sustained family wealth through multiple market cycles and generational changes. Our experiences, we believe, make us uniquely suited to help you balance financial and human capital, while respecting your family’s heritage and planning for your family’s future.