# Live Oak Wealth Advisory Group

> Independent, fee-only fiduciary wealth advisory for UHNW families, family offices, and business owners. Based in Houston, Texas. Serves clients nationally with investable assets typically of $5 million and above. The firm operates as the strategic integrator across investment, tax, estate, and family office disciplines.

## Core pages

- [About](https://liveoakwag.com/about): Founding conviction, principles, and the advisor-of-advisors model that closes the integration gap.
- [Who We Serve](https://liveoakwag.com/who-we-serve): The five client segments we work with, including multigenerational families, founders and business owners, executives, families in transition, and endowments and foundations.
- [Services](https://liveoakwag.com/services): Integrated capabilities across investment strategy, tax planning, estate and legacy planning, family office operations, executive solutions, business-owner planning, protection solutions, family governance, endowments and foundations, and philanthropic planning.
- [Investment Philosophy](https://liveoakwag.com/investment-philosophy): A disciplined philosophy paired with six proprietary adaptive quantitative strategies designed for risk-managed return generation.
- [Process](https://liveoakwag.com/process): A deliberate four-step engagement process from first conversation through the first year of work.
- [Our Team](https://liveoakwag.com/team): Senior advisors and partners, including the firm's founder Jonathan Solo and Andrew Malloy, who together hold decades of experience in private wealth, family office management, and quantitative strategy.
- [Why Live Oak](https://liveoakwag.com/why-live-oak): How the firm differs from traditional brokerage and private-bank models.
- [Contact](https://liveoakwag.com/contact): Begin a confidential introductory conversation. Houston office at 3730 Kirby Dr Suite 1200.

## Insights

- [The Integration Gap: Why Your Advisors Need an Advisor](https://liveoakwag.com/insights/integration-gap): Why most affluent families lose value to the disconnect between their CPA, estate attorney, and investment manager, and what closing that gap looks like in practice.
- [Pre-Exit Planning: The 18 Months Before a Sale That Define the Decade After](https://liveoakwag.com/insights/pre-exit-planning): The structuring decisions that often determine more of the after-tax outcome of a business sale than the sale price itself.
- [Family Governance That Actually Works](https://liveoakwag.com/insights/family-governance): How multigenerational families build the operating systems and shared decision-making that protect both wealth and relationships.
- [Portfolio Discipline in Volatile Markets](https://liveoakwag.com/insights/portfolio-discipline-in-volatile-markets): What the long-run evidence actually says about behaving well during drawdowns and how to design portfolios that survive emotion.
- [Estate Planning Is Not a Document. It Is a Discipline.](https://liveoakwag.com/insights/estate-planning-not-a-document): Why static estate documents fail and how ongoing coordination keeps trust structures aligned with current family and tax realities.
- [Concentrated Position Planning](https://liveoakwag.com/insights/concentrated-position-planning): The risks hiding inside the single position that built the wealth, and a structured framework for diversification without forfeiting tax efficiency.
- [Executive Compensation Planning](https://liveoakwag.com/insights/executive-compensation-planning): How to manage the complexity of RSUs, ISOs, NQDC plans, 10b5-1 trading, and the multi-year tax planning that compensation packages require.
- [Next-Generation Wealth Preparation](https://liveoakwag.com/insights/next-generation-wealth-preparation): Why financial education alone fails the next generation, and what families do to transfer judgment as well as assets.

## Resources

- [Pre-Exit Planning Checklist](https://liveoakwag.com/resources/pre-exit-checklist): A 21-point planning framework for business owners covering entity structure, QSBS eligibility, charitable planning, deal negotiation, and post-sale integration.
- [Wealth Coordination Audit](https://liveoakwag.com/resources/wealth-coordination-audit): An 18-question diagnostic for evaluating how well an existing advisor ecosystem coordinates, and where gaps may be costing the family.

## Key facts

- Founded 2010
- SEC Registered Investment Adviser
- Fee-only fiduciary; no product commissions
- Headquartered in Houston, Texas; serves clients nationally
- Typical engagement begins with investable assets of $5 million or above
- Specialization in AI-driven adaptive quantitative investment strategies

## Compliance

Information on this site is provided for educational purposes only and does not constitute investment, tax, legal, or accounting advice. Past performance does not guarantee future results. See [Disclosures and Privacy Policy](https://liveoakwag.com/privacy-policy) for full terms.