You cannot create experience, you must undergo it. – Albert Camus

Our purpose is to invest family wealth to help preserve family dreams.

LBJ Advisors, Ltd. is a multi-generational, family-owned, family wealth management firm serving clients who are seeking long-term advisory services on how to preserve wealth for future generations.

Unlike most investment-related firms, our approach is family-to-family not business-to-consumer. This family-to-family approach includes leveraging for our clients, the Johnson family’s 60 years of personal experience creating, managing, and sustaining wealth.

Management Team

Investment Advisory Committee Members (external)

  • Luther King, CFA
    Fort Worth
  • David D. May, CFA
    Austin
  • Kenneth W. Wiles, PhD, CFA
    Austin

The Management Team

Ian Turpin, President

Ian Turpin is President of LBJ Family Wealth Advisors, Ltd., a family-owned wealth management firm in Austin, Texas.

His activities include coordinating the team of professional advisors and handling family legacy asset issues. Ian chairs the LBJ Family Wealth Advisors Investment Committee, which establishes investment policies, strategies, and money manager performance and selection.

For the past 26 years, Ian has supervised the holdings of the family of the late President Lyndon B. Johnson – where he managed several successful organizational restructurings, including exits from various family-owned and operated businesses, and subsequent redeployment of the proceeds.

Prior to moving to Texas in 1992 from Toronto, Ian had a 20-year career as an international private banking executive with two of Canada’s most prominent banks, both in Canada and in offshore financial centers. The focus of his work was asset protection services and investments for offshore clients. While working in the Bahamas for an affiliate of Royal Bank of Canada, Ian taught courses for the U.K. Institute of Bankers in Nassau.

As President of Canadian Imperial Bank of Canada’s Trust Company in the Cayman Islands in the early 1980s, he oversaw assets under management grow to more than $1 billion. In the mid-1980s, he successfully established and ran a program for CIBC Toronto targeting Hong Kong entrepreneurs to move to and invest directly in Canadian businesses.

Ian currently serves on the board of Texas Capital Bancshares. He is a member of the Seton Family of Hospitals Board, the parent of which is Ascension Health, one of the largest not-for-profit hospital groups in the United States.

Previously, Ian served as a board member and chair of the Investment Committee for the Lady Bird Johnson Wildflower Center.

Born in Scotland, Ian was educated in England where he received a Master’s degree in International Business from The University of Bradford, Yorkshire, England. He is a Fellow of The Institute of Chartered Accountants in England and Wales (CPA equivalent).

Ian is a Registered Investment Advisory Representative with the Texas State Securities Board (2005).

Faith Vincent (CPWA®, RMA®), Chief Investment Officer / Chief Compliance Officer

Faith Vincent is Chief Investment Officer of LBJ Family Wealth Advisors, Ltd. In 2000, Faith joined what was then LBJ Holding Company as Vice President. She was named Vice President, Chief Investment Officer of LBJ Family Wealth Advisors, Ltd. in 2003 and Chief Compliance Officer in 2019.

Faith’s responsibilities include working with individual clients and client families to identify and analyze their investment goals. In a collaborative process, Faith guides clients to create an individualized Investment Policy Statement. Faith then creates and manages the investment portfolio with respect to client expectations and long-term goals. Faith meets quarterly with clients to review performance and, as needed, provides educational counsel.

As Chief Compliance Officer of LBJ Family Wealth Advisors, Ltd., Faith directs all activities of the firm to insure compliance with the Investment Advisors Act of 1940 and all applicable U.S. securities laws and regulations. She also coordinates and monitors LBJ Family Wealth Advisors and its representatives’ fiduciary responsibilities to all clients including client confidentiality, access to client information, and adherence to LBJ Family Wealth Advisors’ code of ethics.

Prior to joining LBJ Family Wealth Advisors, Ltd, Faith worked in structured finance of commercial lease assets and education loans at Texas Capital Markets, L.P in Austin, Texas. From 1994 to 1998, Faith’s experience was concentrated in Wall Street investment bank emerging markets’ strategy and trading at firms that included Smith Barney and Dresdner Kleinwort Benson.

Faith holds a Master of International Business degree with a concentration in finance from the internationally recognized Darla Moore School of Business at the University of South Carolina, Columbia. She is also a graduate of The University of Texas at Austin where she received a Bachelor of Business Administration degree.

Faith earned the CPWA (Certified Private Wealth Advisor) designation in 2011. The CPWA designation is delivered by Investment Management Consultants Association® (IMCA®), is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. Faith earned the RMA (Retirement Management Advisor) in 2018. The RMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge.

Faith is a member of the LBJ Family Wealth Advisors Investment Committee, and is a Registered Investment Advisory Representative with the Texas State Securities Board (2005).

Willyn Wahl, Controller

As Vice President / Controller of LBJ Family Wealth Advisors, Ltd., Willyn directs the administrative operations of the firm and is responsible for delivering a superior client service experience for all clients. Part of her responsibilities including ensuring that all transactions are executed for clients in a timely and accurate manner. She is the primary contact for all treasury functions and coordinates all back office functions within the firm.

Willyn is the manager in charge of executing annual audits for independent public accountant audits and examinations. She is the individual in charge of assisting clients with tax preparation and special projects. She joined the LBJ Holding Company in 1991 as a Staff Accountant and was promoted to Assistant Controller in 1993 and Controller in 2003. She was named Vice President / Controller in 2010. Willyn meets quarterly with clients to review performance.

Internal administrative functions in payroll processing, network administration, payables processing, regulatory filings, and human resource planning are part of her responsibility. Prior to joining LBJ Holding Company, Willyn had 15 years’ experience in financial reporting for banks and served as a vice-president for finance for a medium-sized regional bank.

In her career Willyn has directed multiple conversions of accounting software and has also been tasked with software integration projects that address administrative accuracy and productivity. She received a Bachelor of Arts degree with a double major in Economics and History from Trinity University in San Antonio and has completed graduate level courses in business and finance.

Willyn is a member of the LBJ Family Wealth Advisors Investment Committee, and is a Registered Investment Advisory Representative with the Texas State Securities Board (2005).

Inset Photo

Our highly customized plans focus on your needs, while retaining the ability to shift with the times.