COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Family Office Services

With Substantial Wealth Comes Considerable Responsibility

As your career progresses and your assets accumulate, some of you will reach a point where the complexities associated with managing your taxes and wealth require more specialized solutions. Not only can we provide fully-integrated tax and financial strategies that include bill payment and other support services; we’re also able to help you prepare future generations for the challenges and opportunities associated with inheriting considerable wealth through personalized financial education and counseling, structured family philanthropy (including foundation management and administration) and family governance.

We’ll even design a highly personalized family wealth plan to structure and guide the transfer and ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

Beaird Harris offers the following services geared towards simplifying the financial lives of high net worth individuals:

Financial Organization

Financial Organization

Account Aggregation

Account Aggregation

Account Reconcilation

Account Reconciliation

Record Keeping

Record Keeping

Financial Accounting

Financial Accounting

Cash Flow Analysis

Cash Flow Analysis

Income Tax Planning

Income Tax Planning

Business Issues

Business Issues

Retirement Plan Issues

Retirement Plan Issues

And More

And More…

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

schedule call

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.