Related Family Wealth Services
Business Succession & Exit Planning
We guide business owners and energy entrepreneurs through succession planning, buy-sell structuring, gift and estate strategies, and transaction support — ensuring a tax-efficient transition on your timeline.
Next-Generation Financial Education
We provide financial literacy and wealth management guidance for younger family members — preparing the next generation to be responsible stewards of the family's legacy.
Our Commitment
✦ Senior CPA Access — Your account is managed by a licensed CPA, not delegated
✦ Discreet & Confidential — Your financial life is treated with the privacy it deserves
✦ Coordinated Advisory — We work alongside your attorney, banker, and investment advisor
✦ Long-Term Relationships — Many of our private client relationships span decades
Schedule Your Free Consultation
📞 (972) 360-6822 ✉ info@randcglobal.us 📍 11011 Richmond Ave STE 722, Houston TX 77042