Exemplary Solutions for Managing Extraordinary Wealth
“I never want to worry about money again.”
Many investors — perhaps even you — have said or thought something similar. But in our experience, the moment you think you’re set for life (or multiple lifetimes) is precisely when you should become even more vigilant in managing your wealth.
And you should be just as serious when considering who should oversee directing your assets.
We are one of the few family offices between Dallas and Oklahoma City, which means we are specifically trained and experienced to handle the volume, complexities and opportunities associated with high-net worth investors, individuals and families in this area and beyond.
Our In-House
Solutions Include:
Our In-House - Wealth Transfer Services
- Cashflow Analysis
- Investment Management
- Charitable Giving Strategies
- Insurance Review & Recommendations
- Concierge Services
Outside Professionals
Help Us With:
- Oil and Gas Lease Negotiation/Management
- Real Estate Services
- Family Dynamics Counseling
- Lending/Debt Management
Family Office Services in Action
Here are some hypothetical ways our family office might be able to help wealthy investors like you.
High-Net Worth parents have two children with vastly differing personal responsibilities, financial acumen and openness to advice. These parents want to honor all current and future grandchildren through their Estate Planning while encouraging positive and strong family relationships.
High-Net Worth parents have two children with vastly differing personal responsibilities, financial acumen and openness to advice. These parents want to honor all current and future grandchildren through their
How We Could Help: Through our Wells Fargo affiliates, we would provide access to an Estate Planning specialist for several sessions, which we would participate in as well, and talk through a range of solutions that might honor the next generation immediately in a peaceful environment. We might ultimately recommend multiple estate planning strategies for final documentation.
Wells Fargo Advisors is not a legal or tax advisor.
A Business Owner and his son might disagree on how to transition the family business. In this scenario, the father wants to continue being involved, so the son is reluctant to take on extra responsibility.
A Business Owner and his son might disagree on how to transition the family business. In this scenario, the father wants to continue being involved, so the son is reluctant to take on extra responsibility.
How We Could Help: We would consider bringing in one of our Wells Fargo affiliates who specialize in business structure, wealth transfer and owner/manager/second generation relationships. This consultation and subsequent follow-ups could assist in opening the lines of communication and working through issues that might have been previously unspoken.
Family Real Estate owners and developers have identified an ideal plot of land with the potential to construct a lucrative self-storage business in a smaller market.
Family Real Estate owners and developers have identified an ideal plot of land with the potential to construct a lucrative self-storage business in a smaller market.
How We Could Help: We might suggest engaging with interim and permanent lenders to discuss comprehensive financing options to help fund their entrepreneurial effort.
A wealthy family may want to understand their options regarding real estate financing and management.
A wealthy family may want to understand their options regarding real estate financing and management.
How We Could Help: We could bring in Wells Fargo affiliates who would explain real estate management capabilities and the ability to find 1031 Exchange properties upon sale of their existing real estate. Additionally, we might lock in an attractive rate with the help of our Private Wealth Lending team to finance a new property.
An affluent family may have multiple Oil and Gas properties in West Texas. In this case, they would like to optimize the management and revenue of these properties while being good stewards of the resources they owned.
An affluent family may have multiple Oil and Gas properties in West Texas. In this case, they would like to optimize the management and revenue of these properties while being good stewards of the resources they owned.
How We Could Help: We could bring in one of our Wells Fargo affiliates to help identify some of the issues our clients should address when negotiating a lease. Our clients would also learn how we could assist with lease management, income collection and income distribution.