Badii Group Private Wealth Management Email Format

Investment ManagementTexas, United States2-10 Employees

The Badii Group Private Wealth Management is an investment management firm based in Southlake, Texas, that assists entrepreneurs and ultra-high-net-worth families with strategic exits from privately held companies. Its services center on liquidity events, including pre- and post-sale management, business sales, mergers and acquisitions, and other exit strategies, with plans tailored to each client's circumstances. The firm emphasizes discretion and aims to deliver a high level of service to a selective client base, drawing on broad financial resources to inform investment recommendations.

Beyond exit planning, it provides wealth planning, preservation, and philanthropy services as part of a comprehensive approach to wealth management. In 2023, Kirk Badii was recognized with the Best of Southlake Award for his work with the group.

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