LBJ Family Wealth Advisors, Ltd.
Status
ACTIVE
Global HQ
Austin, United States
Countries of investment
- USA
Investment stages
- Wealth Management
Industries
About
LBJ Family Wealth Advisors, Ltd. offers a full spectrum of financial services designed to empower families in their pursuit of effective wealth management. By prioritizing wealth preservation, personal freedom, and strong family values, we expertly guide clients through the complexities of investing, estate planning, and financial education. Our dedicated team is committed to building long-lasting relationships and tailoring strategies that reflect each family's unique goals and aspirations. At LBJ Family Wealth Advisors, we strive to create a secure financial future for generations to come.
LBJ Family Wealth Advisors, Ltd. offers a full spectrum of financial services designed to empower families in their pursuit of effective wealth management. By prioritizing wealth preservation, personal freedom, and strong family values, we expertly guide clients through the complexities of investing, estate planning, and financial education. Our dedicated team is committed to building long-lasting relationships and tailoring strategies that reflect each family's unique goals and aspirations. At LBJ Family Wealth Advisors, we strive to create a secure financial future for generations to come.
Investment Thesis
Investing family wealth to help preserve family dreams.
Manager's Experience
With a strong background in private equity, the fund manager has successfully executed over 40 deals across technology, healthcare, and consumer sectors. Active in both North America and Europe, their investment strategy focuses on operator-first approaches, emphasizing hands-on management to drive growth. Notable exits include several high-profile IPOs and strategic sales, showcasing a data-driven methodology to enhance portfolio performance. Their expertise in early to growth-stage investments underpins a commitment to identifying and capitalizing on emerging market trends.
Team
Willyn Wahl
Vera Gebert
Luci Johnson
Faith Vincent
Willyn Wahl
John Welborn
Ian Turpin
Eric Foultz
Christine Ruffing