Financial Services - Plano, TX, US
A family's wealth structure deserves the same professional skill and care as any private operating business. American Wealth Strategist includes attorneys, tax experts, and professionals from many practices who provide advice and guidance to establish the best structures and management to suit the family's objectives. We act as a Family Board of Directors with our clients and work with them to set goals, milestones, governance and suggest best practices for the day to day business and family financial and asset management.
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