Wealth Management & Financial Planning
You and your family are unique and possess special dreams, objectives and challenges. Our wealth management process begins with the creation of a personalized plan, but the best laid plans are of no value without implementation; our team is inspired to serve you and execute on your best interests.
Trust & Estate
Preservation and protection of your legacy is imperative to successful wealth transfer. We provide guidance in the creation and implementation of comprehensive estate plans to ensure your wishes and dreams are successfully passed to future generations.
Charitable strategies help families focus on the things they care about, communicate personal and community-based legacies, and reinforce family values. We offer services to ensure a streamlined philanthropic vision, as well as mentor future stewards of your legacy.
Family Office Services
Catering to families with substantial wealth, Pin Oak facilitates family office services to a limited number of family offices and individuals. This allows families to focus on their pursuits and passions while being assured that professional-level investment management, governance and fiduciary oversight are being professionally and respectfully addressed.
Providing your family with the gift of an education is the epitome of a lasting legacy. As education is becoming increasingly expensive, planning for educational goals is more important than ever.
Business Transition Planning
A flourishing family business can evolve into the hub of family financial stability or a source of generational financial freedom. Protecting and preserving that for those who are dear to us requires forethought and careful planning. Our experiences have equipped us with insights and understanding to assist business owners planning for the next phases of life.