We believe the more we understand your business issues, intra-family relationships, and personal attitudes about money, the better we can serve you. We therefore: Conduct initial in-depth interviews to assess your goals and expectations Meet quarterly with you to discuss portfolio performance and explore any changes in risk tolerance or goals and needs Offer annual family meeting education forums Serving the needs of multi-generational families demands a progressive approach while respecting the lessons of the past. Privacy Policy | Terms of Use Home | Approach | Services | Heritage | About Us | Contact ©2010-2021 LBJ Family Wealth Advisors, Ltd. All rights reserved.