Services
Multigenerational wealth requires a different kind of management. When a family’s financial life spans multiple generations, multiple entities, and multiple goals, the complexity goes well beyond what a traditional advisory relationship is designed to handle. Family office services exist to bring structure, coordination, and intentionality to wealth that is meant to last.
We provide affluent families in Austin and across the country with the infrastructure, expertise, and personalized attention of a dedicated family office. Our family office services are built around five core asset categories: personal assets, business assets, real estate, charitable assets, and legacy assets, each managed with the same institutional discipline that endowments and large family enterprises rely on.
We help families establish a clear vision for their wealth, prepare the next generation for the responsibility of inheritance, and build the written plans, governance structures, and communication frameworks that keep everyone aligned around a shared purpose. From investment management and tax coordination to estate planning, philanthropic strategy, and family administration, everything is managed under one roof and reported through a single consolidated dashboard so every family member always knows where things stand. Wealth that endures across generations does not happen by accident. It happens by design.
What Is a Family Office?
A family office is a private wealth management structure dedicated entirely to serving the financial and administrative needs of a single family or a small group of families. Think of it as the central command for your family’s wealth, coordinating every aspect of your financial life under one roof rather than leaving it fragmented across multiple advisors, accountants, and attorneys who rarely communicate with each other.
For families who have built significant wealth, a family office provides the structure, objectivity, and continuity that keeps everything running efficiently across generations. It serves as the main point of contact for investment management, tax coordination, estate planning, accounting, asset oversight, and philanthropic strategy, ensuring that every professional on your team is working from the same plan toward the same goals.
Through our partnership with Waterloo Capital Family Office Services, we bring that same institutional infrastructure to families who want family office level service without the cost and complexity of establishing a standalone entity. We coordinate your complete financial ecosystem, foster communication between family members, and provide the outside objectivity that keeps even the most complex family financial situations running smoothly.
One of the most common challenges facing wealthy families is not a lack of good advisors. It is a lack of coordination between them. When different family members are receiving different guidance from different professionals, the result is often conflicting strategies, duplicated efforts, and wealth that quietly erodes through misalignment rather than growing through intention.
A liquidity event like the sale of a business can make this problem acute almost overnight. Suddenly a family is managing significant assets across multiple account types, entities, and generations, often without a structure in place to govern how those assets are invested, distributed, and eventually transferred.
Our family office services bring clarity to that complexity. We serve as the central coordinating point for your family’s financial life, establishing priorities, aligning your professional team, and creating the governance structure that keeps decision making consistent and purposeful across generations. That includes facilitating family meetings and structured conversations that bring every member of the family into the process, from the patriarch and matriarch to the next generation who will one day steward what has been built.
When younger family members are engaged early and meaningfully, they develop a deeper understanding of the family’s values, mission, and financial philosophy. That engagement is one of the most powerful tools available for preserving wealth across generations and it is one of the things a well run family office does exceptionally well.
Every family office engagement begins the same way. With a conversation about where your family is, where you want to go, and what structure will serve you best across generations. If you are ready to explore what family office services could look like for your family, we are ready to listen.
Client Experience
I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.
We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.
Chris and Isabella have been very helpful. They have been very attentive to considering my individual circumstances and needs in generating an investment plan I trust.
Highly recommend Bobby Russell at Strategic Capital. His depth of knowledge in financial planning is incredibly impressive, and the level of service he provides is top-tier. He genuinely cares about his clients' success.
I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.
The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people
Incredible service!
When it comes Strategic cap. they just don't manage wealth, they create Meaningful relationship with my self. I love them and I love pet dogs too. 100%
Selected client reviews from Google.
Read all reviews on GooglePlease note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.
Start with a conversation
Schedule an introductory meeting with Strategic Capital to discuss where you are, what you are trying to clarify, and what a coordinated plan could look like.
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