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Built for a select group of clients with complex financial lives.

Not every advisory firm is right for every client. We have designed Live Oak Wealth Advisory Group around the needs of families and individuals whose wealth creates coordination challenges, multigenerational responsibility, and decisions that carry long-term consequence.

When clients arrive here, it is often because they have outgrown fragmented advice.

Who We Serve

Families and individuals whose wealth demands more than a single advisor can provide.

Depth of Engagement

One team. One philosophy. Scope scales to what you actually require.

One team. One philosophy. Scope scales to what you actually require.

1

Advisory Partnership

$5M – $15M

Investment strategy + integrated planning coordination

  • Strategic asset allocation & portfolio management
  • Tax-aware investment coordination
  • Estate & legacy planning coordination
  • Annual financial plan review
  • Direct advisor access
2

Comprehensive Private Wealth Management

$15M – $50M

Full advisory + deep multi-discipline coordination

  • All Advisory Partnership services
  • Philanthropy & charitable giving strategy
  • Business owner & executive planning
  • Family governance guidance
  • Multi-entity coordination
  • Concentrated position & liquidity planning
3

Family Office Partnership

$50M+

Complete advisory + operational oversight

  • All Comprehensive Wealth Management services
  • Bill pay & cash flow coordination
  • Consolidated reporting across all accounts & entities
  • Entity oversight & document management
  • Multigenerational governance & education
  • OCIO Services
4

Endowments & Foundations

Institutional

Fiduciary counsel for boards committed to mission and sustainability

  • Investment policy statement development & review
  • Asset allocation aligned with spending policy
  • Investment oversight & manager evaluation
  • Spending rate analysis & sustainability modeling
  • Board reporting & investment committee support
  • Coordination with auditors, legal counsel & staff

Asset levels are starting points. The defining characteristic is the complexity your wealth creates, not a number.

Every enduring advisory relationship begins with a conversation.

We welcome the opportunity to learn about your circumstances and determine whether our approach aligns with what you need. There is no obligation. There is no sales process. There is a conversation between people who take wealth seriously.

Schedule Your Introductory Conversation
+1 (281) 822-9200info@liveoakwag.com

Every inquiry is handled with complete discretion.

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