Families with Complex Wealth
Your financial picture has layers: multiple accounts, real estate, business interests, high income, family dynamics, and decisions that affect each other in ways a single advisor rarely tracks. We bring it all into one integrated strategy.
Common Situations We See
Real estate alongside financial assets
What We Manage
- Investment optimization and portfolio governance
- Tax planning and CPA alignment
- Retirement and income strategy
- Estate and legacy planning with your attorney
- Cash management and liquidity oversight
- Access to institutional-grade investment strategies
- Family financial education and preparing the people who will steward what you have built
Thinking About Your Family’s Next Chapter?
Many of our clients are also preparing their children for the role wealth will play in their lives. We help families have those conversations, build understanding across generations, and structure advisory relationships for the whole family when the time is right. That work lives in our Generational Support service.
Our Network
When the situation calls for a specialist, we know who to call.
One client had spent decades building a business. Because the firm carried his name and had no formal client contracts on file, he assumed it had little to no market value when he retired. We introduced him to a business broker who saw things differently. The broker identified real, transferable value and negotiated a sale that far exceeded the client’s expectations.
That kind of introduction, made at the right moment, is what 35 years of relationships looks like in practice.
FAQs
Q: What does wealth management include?
A: Wealth management at Richard P. Slaughter Associates includes investment optimization, financial planning, tax strategy, retirement and income planning, estate planning coordination, and ongoing oversight of your full balance sheet as one integrated strategy.
Q: Can you manage assets held at other firms?
A: We take a whole balance sheet view, including assets we do not directly manage. We build a strategy that accounts for every holding, inside and outside our direct management.
Q: How do you work with my CPA and attorney?
A:We communicate directly with your CPA and attorney throughout the year, sharing data and aligning on strategy before major decisions are made. We do not wait for tax season.
Q: How are you compensated?
A: We are fee-only, meaning we are compensated solely by advisory fees paid directly by you. We receive no commissions, no product payments, and no referral fees. We will explain our fee structure clearly before you commit to anything.
Q: What is a fiduciary?
A: A fiduciary is legally required to act in your best interest at all times. As a registered investment advisor, we have operated under the fiduciary standard since 1991.
Q: Where are your clients located?
A: We are based in Austin and serve clients across Texas, nationally, and internationally.
Insights
Clear thinking for complex financial decisions.
Wealth Strategy & Protection
