Family Office for $5M+ Founders & Families | Tax-Smart Wealth Management | Legacy + Liquidity Plans

Financial ServicesTexas, United States2-10 Employees

Whitwell & Co., LLC operates as a family office for founders, entrepreneurs, and families with at least $5 million in investable assets. Based in Austin, Texas, the firm coordinates investment management, proactive tax strategy, and multi-generational planning under one umbrella, offering services such as tax-smart wealth management, exit and liquidity planning, and legacy and charitable planning. The client base spans nationwide, with particular emphasis on high-tax states, and the firm positions itself as a disciplined, analytical partner that aims to align wealth with personal goals and legacy, focusing on mitigating taxes while pursuing strategic investments in private markets and real assets. The company emphasizes a comprehensive approach to wealth that encompasses concentrated stock strategies and advanced insurance design, supported by SEC-registered investment advisory status. A recent development noted is the provision for confidential introductory consultations, accessible online, while additional team information is available on the firm’s website.

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