Experience bespoke financial planning services designed specifically for ultra-high-net-worth families, guided by our trusted multi-family office advisors. Effective financial planning for affluent families necessitates seamless collaboration among advisors, attorneys, CPAs, and family members. Traditional retail financial planning often falls short for those with significant wealth, as our clients typically present a complex array of questions and challenges. While at the same time, many families are not ready to build their own internal family office structure due to cost and complexity.

The allure of private markets as a multi-trillion-dollar asset class has surged among accredited investors. As a leading Registered Investment Adviser (RIA) firm in Houston, Granite Harbor Advisors is dedicated to uncovering investment opportunities that propel our clients towards their financial aspirations. Our unique position allows us to offer insightful perspectives on today's sought-after asset classes, including private markets, aligning with the sophisticated needs of our clientele.

At Granite Harbor, we prioritize tax-efficient strategies for preserving long-term portfolio value and meeting tax planning goals. Our offerings include private placement life insurance (PPLI) and private placement variable annuities (PPVA), designed for accredited investors and qualified purchasers. These services, key to our estate planning services, deliver significant tax advantages while maintaining liquidity for investors, aligning with our commitment to comprehensive wealth planning and asset protection.