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This time of year is about giving thanks — most often for our families. But for some, this can be a difficult time of year to navigate. Families can be a tapestry of complexity, and money often doesn’t ease these dynamics.
The advisors at 1900 Wealth Management possess a deep knowledge of the intricate workings required to help families manage multigenerational wealth. We are skilled at offering South and Central Texas families not just financial guidance, but a compass to navigate, maintain and grow their wealth.
Every family is a financial ecosystem
At 1900 Wealth, our experienced advisers are available to ensure your family thrives within an environment which we can help structure with you, or we can work in concert with your own family office experts. We embrace this complexity, recognizing that wealth isn’t solely about numbers; it’s about dreams, values and legacies. That’s why we’ve tailored our Family Education and Governance Services to cut through this complexity, providing tailored solutions that go beyond the offerings of other registered investment advisors.
Whether you’re a single-family entity or part of a multifamily office, 1900 Wealth stands as your dedicated partner in sculpting and preserving a legacy that endures through generations. Our approach isn’t one-size-fits-all; it’s a deeply personalized journey into the heart of your family’s financial aspirations.
Navigating the waters of family governance
Within this intricate financial landscape, family governance becomes an indispensable compass. It’s a collaborative framework designed to steer decisions related to businesses and investments toward soundness while staying aligned with the family’s core values, goals and purpose. Some families chart this course independently, while others seek the assistance of a wealth management company like ours, a neutral third party ensuring that the family’s compass remains true, free from personal bias or desires.
1900 Wealth does this through comprehensive financial education services. We ensure that every family member understands the potential outcomes of their decisions providing clarity, awareness and peace of mind.
“Proper preparation through family governance is imperative to establish goals, review and discuss investment strategies plus help manage any conflicts while maximizing opportunities,” said 1900 Wealth President Todd Brockwell. “Families can coordinate with our services to craft a governance model that supports their ever-evolving desires, goals, and values now and for future generations.”
A trusted partnership
Our enduring collaboration with Jefferson Bank’s private banking and trust departments empowers us to offer comprehensive solutions. We blend our expertise with their resources to create a seamless financial journey for the families we serve. It is our commitment to your legacy.
To embark on the path of securing your family’s financial future or to delve into the realm of family governance with our seasoned wealth management professionals, we invite you to explore the world of possibilities at 1900Wealth.com. Let’s celebrate not just the warmth of family this Thanksgiving, but the wisdom of a secured financial future.
