Overview

Andrew leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients.

He previously practiced trust and estate law at a boutique firm that advised small businesses on general corporate matters, including taxation of the business and its owners. There, he built expertise in wealth transfer strategies utilizing complex combinations of trusts and partnerships and other planning techniques.

Andrew serves the community by volunteering as a guardian ad litem for Child Advocates of Fort Bend County and by advising Katy Independent School District on capital projects as a board member of the Community Bond Advisory Board.

Professional Background:

  • Associate Attorney, Lee & Desenberg, PLLC, Houston, TX (2012–2013) – Responsibilities included developing, drafting, and implementing comprehensive estate planning strategies, including wills, trusts, closely held business transition, and wealth transfer techniques such as family limited partnerships, irrevocable life insurance trusts, and intentionally defective grantor trusts.
  • Director of Office of Corporate Integrity, Houston Housing Authority, Houston, TX (2007–2012) – Responsibilities included managing the internal compliance program and educating staff on the Code of Ethics, Fraud Policy and Conflict of Interest Policy. Previously served as Special Assistant to the CEO, Assistant Manager Director, and Policy Analyst.

Professional Organizations:

  • State Bar of Texas, Member
  • Real Estate, Probate and Trust Law Section of the State Bar of Texas, Member
  • Houston Estate & Financial Forum, Member

Education

University of Houston Law Center, JD (2010)

Baylor University, BBA (2005)

IN THE COMMUNITY

Community Involvement:

  • Katy Independent School District, Community Bond Advisory Board Member
  • Child Advocates of Fort Bend, Court Appointed Guardian Ad Litem
  • Baylor Business Network, Houston, Member
  • Baylor Bear Foundation, Member
TALKS

Publications:

  • “Environmental Activism in the Form of Residential Solar Panels and the Resulting Conflicts for the 21st Century,” Environmental & Energy Law & Policy Journal, Volume 3, Number 2
INSIGHTS

On Watch – September 2017

In this issue:
“A Hedge Fund Primer” by M. Taylor Scott, CFA
“Becoming a non-family director of a family business” by D. Fort Flowers, Jr., CFA
“Putting Legacy 401k Accounts to Good Use” by Andrew B. Smith, JD

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On Watch – February 2017

In this issue:
“Performance Evaluation” by Catherine Lee Clarke, CFA
“To Freeze or Not to Freeze” by Andrew B. Smith, JD
“Trusting Your Blind Trust” by Andrew B. Smith, JD

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POSTED IN: Administration, On Watch

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On Watch – October 2016

In this issue:
“What’s Yours is Yours, and What’s Mine is…Yours?” by Katherine J. Slater, JD
“The Downside of UTMA Accounts” by Anne-Lise Wiegand, CPA
“Cash as an Asset Class” by M. Taylor Scott, CFA

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POSTED IN: Administration, On Watch

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On Watch – April 2016

In this issue:
“Total Return vs. Income-Oriented Return” by M. Taylor Scott, CFA
“Identity Theft Prevention & Mitigation” by Andrew B. Smith, JD
“Timing Can Be Everything” by David Zahn, CPA, CFP®

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