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OUTSOURCED FAMILY OFFICE

Ultra High Net Worth clients often find their needs to be too complex to be handled well at traditional brokerage firms offering rigid and expensive solutions. Families with assets under $500 million may also find building out their own investment team can be daunting and equally expensive. Outsourcing these tasks to an experienced fiduciary firm with flexible and customized capabilities can provide compelling advantages over other solutions.

  • Main 713.800.7150
  • Toll Free 877.499.7150
  • Fax 713.800.7066

Segment Wealth Management