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Our Clients
Over 40 families served from different generations:
- 60% 1st generation
- 24% 2nd generation
- 16% 3rd generation
1/2 of our clients are based outside of Texas
Our clients come from many industries:
- Retail
- Technology
- Real Estate
- Professional Services
- Financial Services
- Manufacturing
Our Team
42 total employees
23 post-graduate degrees
31 professional certifications
5% median employee annual turnover
20% employee shareholders
Our Numbers
$50 million median managed assets per client
$6.5 billion assets under management
Data is as of 12/31/23.