A family office is a private wealth management firm designed to serve ultra-high-net-worth individuals and their families, offering a comprehensive, tailored approach to managing wealth, investments, tax strategies, estate planning, and even philanthropy. Think of it as a personal CFO for your family’s financial empire—ensuring your hard-earned assets are protected, optimized, and passed down efficiently. For business owners, a family office is especially valuable because it provides strategic financial oversight, integrates personal and business wealth planning, and helps navigate complex tax and succession planning issues. Instead of juggling multiple advisors and financial concerns, a family office acts as a one-stop financial command center, allowing business owners to focus on growth while ensuring their wealth works for them—now and for generations to come.
Your Proactive
Planning Team
We work hand-in-hand with your CPA and estate planning attorney to form a proactive planning team designed to help you reach your goals. Together, we ensure that every angle of your financial future is taken care of with expert advice and seamless coordination.
Your Virtual
Family Office
Through our extensive network of specialists, we provide you access to a complete Virtual Family Office. No matter your needs, we’ve got you covered with a tailored, comprehensive approach.
No CPA or Estate Planning Attorney?
If you don’t currently have a CPA or estate planning attorney, don't worry. We have trusted partners in both fields and can introduce you to qualified professionals who align with your needs.
With over 65+ specialists, we offer comprehensive wealth management that integrates investments, tax strategies, estate planning, business efficiency, and more—so every financial decision works in your best interest.
We don’t just plug you into the same mutual funds or ETFs as everyone else. Our investment strategies incorporate alternative investments, options and other advanced strategies designed to enhance returns while reducing risk—a smarter way to build long-term wealth.
We dig deep into your finances and business operations to uncover ways to increase efficiency, free up your time, reduce taxes, and grow your wealth. Whether it’s restructuring a business, optimizing cash flow, or maximizing retirement strategies, we craft solutions tailored to your specific needs.
With a leadership team boasting over 55 years of combined experience, plus the specialized knowledge of our hand-selected experts, you get a level of insight and strategy that most firms simply can’t match.
Our clients experience a transformation in the way they view their wealth. We educate you on powerful strategies that are designed to help you with:
These are the areas we excel in.
Here are answers to some of our most common questions. Can't find what you're looking for? Feel free to contact us.
A fiduciary is a professional entrusted to manage assets or wealth while always putting the client’s best interest first. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated. BY law, they must act solely in the best interest of their clients.
Absolutely! We frequently collaborate with CPAs, estate attorneys, and other professionals to ensure your financial plan is fully integrated. However, if you don’t have a trusted professional in certain areas, our Virtual Family Office provides access to top specialists in:
Getting started is simple! Schedule a consultation, and we’ll discuss your financial goals, challenges, and the best strategies for your situation. Whether you’re looking for investment guidance, retirement planning, or comprehensive wealth management, we’ll create a personalized plan to help you move forward with confidence. Contact us today to take the first step!
With over 65 years of experience, Assurance Wealth Management offers tailored solutions for retirement planning, tax optimization, and investment management. Contact us today to secure your financial future.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Assurance Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through GB Wealth Advisors LLC DBA Assurance Wealth Management, a Registered Investment Advisor in the state of Texas. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products are offered through Assurance Insurance Services LLC, an affiliated company. Business consulting services are offered through Assurance Family Office, LLC, an affiliated company. All investing involves risk including loss of principal. Past performance does not guarantee future results.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Assurance Wealth Management is not a law firm and does not provide legal advice. Please consult a qualified professional for assistance with any tax or legal issues such as wills and trusts.
Assurance Wealth Management, Assurance Insurance Services LLC and Assurance Family Office, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
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Check the background of your financial professional on FINRA'sBrokerCheck.The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All Family Office services are offered through Assurance Family Office and all insurance products and services are offered through Assurance Insurance Services.
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