My life's plan was to make my "if only" list short and my "aren't we grateful" list as long as I could. Wealth can enable great personal freedom and altruism. It can also create anxiety as your family struggles to answer key questions: Will everyone's needs and desires be met? What is the best wealth preservation strategy?
How can the continuity of the family's values be assured? Answers to these questions do not come simply. They are found through a journey of introspection and enlightenment that involves the entire family. At LBJ Family Wealth Advisors, Ltd. (LBJ Advisors) we understand, because we have "been there."
How can the continuity of the family's values be assured? Answers to these questions do not come simply. They are found through a journey of introspection and enlightenment that involves the entire family. At LBJ Family Wealth Advisors, Ltd. (LBJ Advisors) we understand, because we have "been there."
Services
LBJ Advisors, Ltd. is a multi-generational, family-owned, family wealth management firm serving clients who are seeking long-term advisory services on how to preserve wealth for future generations. Unlike most investment-related firms, our approach is family-to-family not business-to-consumer.
This family-to-family approach includes leveraging for our clients, the Johnson family's 60 years of personal experience creating, managing, and sustaining wealth.Faith Vincent is Chief Investment Officer of LBJ Family Wealth Advisors, Ltd. In 2000, Faith joined what was then LBJ Holding Company as Vice President.
This family-to-family approach includes leveraging for our clients, the Johnson family's 60 years of personal experience creating, managing, and sustaining wealth.Faith Vincent is Chief Investment Officer of LBJ Family Wealth Advisors, Ltd. In 2000, Faith joined what was then LBJ Holding Company as Vice President.
Coming together is a beginning; keeping together is progress; working together is success. As a family-to-family business, we know that the right answer is only what is right for you. Our team will develop a highly customized wealth management and preservation plan to grow with your needs, shift with the times, and help relieve the weight and responsibility of wealth management.
Every family member has unique financial and emotional motivations that influence their decisions about wealth preservation, philanthropy, and the management of legacy assets. An understanding of each generation's desires and vision helps to best meet their needs. We believe the more we understand your business issues, intra-family relationships, and personal attitudes about money, the better we can serve you.
In 1942, Claudia Taylor Johnson (Lady Bird Johnson) used a small inheritance to purchase a CBS radio affiliate in Austin, Texas. Over the next 60 years, Mrs. Johnson created a private holding company consisting of businesses that included media, real estate, timber, and marketable securities. The family company, however, was not immune to the economic crisis of the late 1980s.
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