Wealth Coordination

With wealth comes opportunity and challenge.  As families create their team of advisors, coordination and meaningful vision create the opportunity for impact and growth while avoiding what too many business owners and successful families have experienced.

We partner with families navigating a net worth of over $20 million who are desire more than a disjointed team of professionals. These families are working to steward resources, want to refine their current team of professionals and work toward building an ongoing legacy.

Our process is designed to capture purpose and vision, design the team of tax professionals, attorneys, investment managers, and specialists - including philanthropy experts, and allow them to serve you better and more cost effectively through collaboration and coordination. 

To begin getting more and paying less, send an email to sarah@valuedretirements.com or call our office at 713-821-2343 to schedule a consultation.