Families

Having managed the money of successful families for a quarter century, we understand the need for a clear, detailed long-term approach.

M.C. Byrd Wealth Management was founded to manage the affairs of investors in an independent manner. From humble beginnings in Southeast Texas, we have grown with our clients, transforming our business to become a trusted advisor of successful families across Texas and Louisiana.

How we engage with Families

Our firm’s approach typically starts with the definition of a family’s vision for their wealth and future. Once we’ve defined this vision, we create a plan to fulfill it. As circumstances change, revisions are made to the plan. Clients have a choice to meet as many as four times a year, and phone calls are always returned promptly.

Service Offering

Our service offering is built on a protocol of deep integration between disciplines. Core areas of expertise include:

  • Family Strategy
  • Intergenerational Planning Family
  • Wealth Management
  • Financial Management
  • Estate Planning
  • Trust & Estate Services
  • Philanthropic Services

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