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Customized solutions to match your family’s unique needs.

Family Office

Every family is unique and we need to tailor our services to your needs so that you can achieve your goals.

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Why Weaver?
We are the family office for your family.

Weaver’s multi-family office has one mission: Our desire is to preserve your family legacy and wealth. We strive to provide an ecosystem around you to advise and support family decisions on the complicated wealth issues high-net-worth and ultra-high-net-worth families face. We focus on providing detailed reporting, maintaining financial security, coordinating advisors, mitigating and managing risk, and providing customized investment advice, all while ensuring the highest confidentiality.

We understand that each situation requires open communication, active coordination, and competent planning. With extensive experience serving high-net-worth individuals and families, we are committed to delivering custom-tailored solutions to support each family’s goals, vision and success for multiple generations. Service excellence is our top priority.


What can you expect from our process?

Discovery & Analysis

We will first meet with you to define and articulate your family vision and goals. We will test our solution before we present it to you.

Proposed Strategy & Solution

With the information you provide, we will then propose a tested solution to address your needs, goals and gaps. We consider where you are, where you want to be and how to get there.

Implement the Plan

Upon approval and in alignment with an agreed-upon timeline, we will help implement the work plan. Depending on its complexity, this timeline could be brief, or it could extend over many years. We continuously coach, guide and steer conversations around wealth while coordinating third parties and mitigating risks.

Reassess & Update Regularly

We will have regular conversations with you to exchange feedback and make adjustments, as needed.

This page describes services that are provided or coordinated by Weaver Family Office Services, L.L.C., a subsidiary of Weaver and Tidwell, L.L.P. Certain services may be provided through an affiliation with Weaver and Tidwell, L.L.P. and Weaver Capital Advisors, L.L.C. For more information, contact your Weaver Family Office Services, L.L.C. partner.

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Private Client Services
Design long-range plans for the growth and protection of your wealth.
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Meet the team

Our leaders

Partner-in-Charge, Family Office Services and Weaver Capital Advisors
Partner, Private Client Services