Family Office Services

No blind spots.

Our outsourced family office services integrate a team of vetted multi-disciplinary advisors to create a collaborative environment and an advisory board to help you make decisions aligned with your overall financial plan.

LET’S TALK

Perhaps, like many of our clients, your financial and personal world has become more and more complex over time.

You want to feel confident making informed decisions related to taxes, estate planning, tax planning, investment management, and business strategies for the future.
Presidio Family Office Services Image

Do you have all the pieces of a well-designed advisory board or family office?

Our team at Presidio helps you fill in the missing pieces, and we work to assure the entire team functions together to support you and your family in making decisions.

Presidio Wealth Partners
952 Echo Lane,
Suite 460
Houston, TX 77024

CONTACT

presidio phone icon(713) 832-1325

presidio phone iconinfo@presidiowp.com

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Presidio Wealth Partners is a group comprised of investment professionals registered with Hightower Advisors, LLC ("Hightower Advisors"), an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. brokercheck.finra.org

Advisory services are offered through Hightower Advisors. Commissionable securities are offered through Hightower Securities, LLC ("Hightower Securities"). Hightower Advisors and Hightower Securities are affiliated entities.

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary