Tanglewood Legacy Advisors, LLC
One Riverway Drive, Houston, TX 77056
Hours open
Monday:
7:30 AM - 4:30 PM
Tuesday:
7:30 AM - 4:30 PM
Wednesday:
7:30 AM - 4:30 PM
Thursday:
7:30 AM - 4:30 PM
Friday:
7:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
One Riverway Dr # 1550, Houston, TX 77056, United States
About the Business
Tanglewood Legacy Advisors, LLC is a boutique finance institution located at One Riverway Drive in Houston, Texas, United States. Specializing in Family CFO Services driven by stewardship and built on experience, we cater to Entrepreneurs and Family Stewards looking to understand their options for business exit strategies and wealth preservation.
Our team of financial advocates and partners work closely with families to create customized action plans that address financial, tax, business, philanthropic, and estate planning needs. For Entrepreneurs and Business Owners, we offer expertise in Liquidity and Exit Planning, ensuring a smooth transition from Founder to asset management.
For Family Stewards, we provide Wealth Planning and Investment Management services, including strategic coordination of financial, tax, philanthropic, and estate planning. Our goal is to create clear pathways for our clients, fostering confidence and clarity in their financial futures.
At Tanglewood Legacy Advisors, we serve as the Family CFO, orchestrating a virtual boardroom where advisors come together to optimize our clients' needs. Our white glove handling of financial matters ensures that families receive personalized attention and support.
Led by Manjula Shaw, CFP®, CDFA®, our team is dedicated to building and preserving your legacy for generations to come. Contact us today to learn more about how we can help you achieve your financial goals.
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