LBJ Holding

At LBJ Family Wealth Advisors, Ltd., we understand that building and sustaining family wealth requires a deep understanding of the complexities of family dynamics, wealth transfer, and generational planning. With over 60 years of experience, our team has successfully navigated multiple market cycles and generational changes, making us uniquely suited to help families balance financial and human capital while respecting their heritage and planning for their future.

Our Approach

Our family-to-family approach is rooted in the values of empathy, trust, and transparency. We believe that investing family wealth is not just about numbers and returns, but about preserving the family's heritage and ensuring a brighter future for generations to come. Our team is committed to providing personalized service, tailored to each family's unique needs and goals.

Our Services

At LBJ Family Wealth Advisors, Ltd., we offer a comprehensive range of services designed to help families navigate the complexities of wealth management and preservation. Our services include:

• Investment Management: Our team of experienced investment professionals will work with you to develop an investment strategy tailored to your unique needs and goals.
• Wealth Preservation: We understand that preserving family wealth requires a deep understanding of the complexities of wealth transfer and generational planning. Our team is committed to helping you navigate these critical issues.
• Trust and Estate Planning: We can help you create a comprehensive estate plan, ensuring that your wishes are carried out and your loved ones are protected.

Our Team

Our team is comprised of experienced professionals who have spent their careers honing their expertise in wealth management and preservation. Our team includes:

• Faith Vincent, Chief Investment Officer / Chief Compliance Officer / Managing Director: Faith has over 20 years of experience in the industry and is a certified private wealth advisor.
• Willyn Wahl, Controller / Managing Director: Willyn has over 30 years of experience in finance and has served in various leadership roles throughout her career.
• Vera Gebert, Client Service Manager: Vera joined our team in 2022 and is responsible for providing exceptional client service and support.

Our Legacy

At LBJ Family Wealth Advisors, Ltd., we are committed to preserving the values and traditions of our clients' heritage. We believe that family wealth is not just about accumulating wealth, but about preserving the family's legacy and ensuring a brighter future for generations to come.