We provide clients with investment management and administrative assistance during and after the estate administration period. Many wealthy clients want to leave their heirs more than just money; they want their values and strategies to endure beyond their lifetimes. A trusted family advisor can provide a critical third party link to educate and influence multiple generations.

  • Main 713.800.7150
  • Toll Free 877.499.7150
  • Fax 713.800.7066

Segment Wealth Management