Stephen Carter leads Weaver’s Family Office Services and Weaver Capital Advisors, offering a broad array of financial services to high net worth and ultra-high net worth individuals, their families and their businesses. With more than a decade of experience supporting some of the world’s wealthiest families and individuals, Stephen delivers best-in-class services to provide peace of mind to families seeking to preserve and protect their legacy. He understands that every family is unique and that each situation requires open communication, effective coordination, competent planning and the highest quality service.
Stephen’s education and background are in M&A, IT, private banking and investment management. This extensive experience coupled with the resources of a large, national CPA and advisory firm, enables unparalleled, custom-tailored solutions to support the family’s success for generations.
Weaver’s Family Office Services include lifestyle management, financial organization, integrated planning, philanthropy, risk and liability management strategies, coordination of third parties, and wealth and investment strategy. Stephen holds a bachelor’s in business administration from the McCoy School of Management at Texas State University.