Brownlie & Braden Advisors

A unique firm providing family office services, serving distinguished families.

General Information
Company Name
Brownlie & Braden Advisors
Founded Year
1997
Location (Offices)
Dallas, United States +2
Founders / Decision Makers
Number of Employees
18
Industries
Financial Services, Wealth Management, Life insurance
Funding Stage
-
Social Media

Brownlie & Braden Advisors - Company Profile

Brownlie & Braden Advisors is a unique firm specializing in family office services, catering to distinguished families. Since 1997, the company has been providing tailored services to individuals and families with substantial wealth. Their approach is centered around understanding the personal and individual objectives of each client to evaluate the available alternatives. The services offered encompass a wide range of areas including gift and estate tax planning, asset protection planning, life insurance due diligence, family risk management, private equity due diligence, and other related issues crucial to wealthy individuals and their families. The company is also frequently engaged in performing private equity due diligence and handling corporate turnaround opportunities, as well as assisting in the selection of asset managers and fiduciaries. Brownlie & Braden Advisors operate within the Financial Services, Wealth Management, and Life insurance industries.

Taxonomy: family office services, asset protection planning, private equity due diligence, financial planning, estate tax planning, life insurance due diligence, corporate turnaround, fiduciary services

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