Welcome and thank you for your interest in Tanglewood Family Office. Operating quietly and discretely from beautiful Fredericksburg, Texas, Tanglewood Family Office provides private multi-family office services, a rare experience enjoyed by our country’s most successful families for over 100 years.
Originating in England and brought to the United States by the great 19th and 20th century industrialists, the private family office was comprised of a team of highly credentialed and experienced professionals hired by one family to help organize and manage their vibrant financial lives. Following these guidelines of tradition, Tanglewood Family Office offers our interpretation of private wealth management adapted to the lives and needs of a small number of discerning client families.
Why so few?
It’s very simple. The level at which we operate on behalf of our client families cannot be mass produced. Implicit in our offering is the understanding that each family is to receive at all times the excellence that has come to be expected from a private family office. Our wealth management services have been carefully designed with that goal in mind. And we have the highly credentialed, high energy, solution-driven team to make it happen.
Core Investment Management Services
As Tanglewood Family Office’s founder and president, and as a financial advisor at LPL Financial, I personally manage every client portfolio on an individual basis. Drawing from my 25 years of private wealth management experience, we strive to help client families define, implement and maintain a 21st century investment portfolio, offered through LPL Financial, that acknowledges the new definition of global opportunity and risk. Our fee-based account platform sets our focus on the unique needs and investment opportunities associated with high-net-worth client families. Hand-crafted asset allocation decisions are driven by each client family’s financial needs and emotional comfort.
So, who are our client families?
First, they are vibrant, interesting and interested individuals who enjoy life, family and friends to the fullest. Second, they are financially independent and conservative in their approach to wealth management. Long before today’s market turmoil, they recognized and appreciated the importance of wealth preservation as much as wealth accumulation. And, third, they have clearly defined their life’s priorities and use Tanglewood Family Office to help keep their priorities intact. Without exception, their number one priority is to enjoy life. And, after all, isn’t that what it is really all about?
Whether you have considered establishing a family office in the past, or are now intrigued by the prospect, I encourage you to explore the additional pages of our new website for greater detail. We would be delighted to visit with you to explore if, and to what extent, Tanglewood Family Office may be of benefit to you and your family.
President and Chief Investment Officer
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Colorado, Louisiana, Massachusetts, New York, Texas.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.