Transform your wealth into a lasting legacy that transcends generations. Our boutique Family CFO services ensure your values, vision, and wealth work together to create meaningful impact for decades to come.
Trusted by Houston's Most Successful Families
Without proper planning, 70% of wealthy families lose their wealth by the second generation, often due to family disputes and lack of preparation.
Your life's work and principles risk being forgotten when there's no structured way to transfer wisdom alongside wealth.
Without strategic planning, your wealth may not achieve its full potential for creating positive change in your community and beyond.
"True wealth isn't just about the money you leave behind—it's about the values, wisdom, and positive impact that continue through generations."
Our boutique approach ensures every aspect of your family's financial life works in harmony to create lasting legacy and meaningful impact.
Create a comprehensive roadmap that ensures your wealth, values, and vision are preserved and transferred effectively across generations.
Integrate your core values and principles into your financial strategy, ensuring your legacy reflects what matters most to you.
Prepare the next generation for responsible wealth stewardship through structured education and gradual responsibility transfer.
Develop sophisticated strategies to grow, protect, and optimize your wealth while minimizing tax implications and maximizing opportunities.
Professional portfolio management that aligns with your values, risk tolerance, and long-term family objectives.
Establish clear structures and processes that promote family unity, effective decision-making, and successful wealth transition.
At Tanglewood Legacy Advisors, we understand that true wealth extends far beyond financial assets. Our boutique approach ensures that every family we serve receives the personalized attention and sophisticated strategies they deserve to create lasting impact across generations.
We view ourselves as stewards of your family's legacy, committed to preserving and growing what you've built while honoring your values.
Every family is unique. We craft customized solutions that address your specific challenges, goals, and aspirations.
We measure success not just by financial returns, but by the positive impact your wealth creates for your family and community.
Personalized service with direct access to senior advisors
Full-spectrum family CFO services under one roof
Strategies that align with your family's core principles
Planning that considers the next 100+ years
A systematic approach to building and preserving generational wealth that honors your values and creates lasting impact.
We begin by understanding your family's unique situation, values, goals, and current financial landscape.
We develop a comprehensive, customized strategy that integrates all aspects of your family's financial life.
We execute your plan with precision, coordinating with your existing advisors and implementing new strategies.
We provide continuous monitoring, adjustment, and guidance to ensure your legacy remains on track.
Schedule a confidential consultation to discuss how we can help preserve and grow your family's legacy.
Contact us today to begin the conversation about preserving and growing your family's wealth for generations to come.
One Briarwood, Suite 200
Houston, TX 77042
Serving Houston, TX and surrounding areas
Located in the heart of Houston, our office provides a comfortable and confidential environment for discussing your family's most important financial matters.