family office WHITE PAPERS

A client-focused practice tailoring your estate planning to your particular circumstances.

"When you've seen one Family Office, you've seen one Family Office."

Every Family Office is unique, because every family is as well. Creating a Family Office means giving careful considerations to many aspects important to the family.

Below are links to white papers that might be useful to families entertaining the idea of building out a Family Office.

UNDERSTANDING SINGLE FAMILY OFFICES

FAMILY OFFICE FUNCTIONS CHART
CREATING A MISSION STATEMENT FOR YOUR FAMILY OFFICE
NAVIGATING THE SINGLE FAMILY OFFICE: STRUCTURE, ROLES, COMPENSATION AND STRATEGY

Gary Howell of Howell Legacy Planning has had twenty years of experience in the Family Office arena and can help families work through the idea of if a Family Office is right for them, as well the discussing the ongoing care and administration of the office.


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Take control of your future today with smart, cost-effective solutions from an experienced estate planning lawyer in Texas.

Personalized attention

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From the first meeting through the execution of your documents, we work one on one with you to understand your unique needs, ensuring comprehensive and compassionate legal guidance in crafting a dynamic estate plan.

custom-tailored plans

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Each client's situation is unique and complex, and your estate plan should be customized to suit your needs and goals. We will provide a plan that is specific to you, rather than using a generic model created by a document assembly program.

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Your estate plan is important and doesn’t deserve to languish on a desk. We will be responsive to your needs and communicate with you often. We also don’t charge for phone calls, emails and meetings, so you don’t have to worry about reaching out to us.
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