Trusted advice. Dynamic process. Innovative solutions. Private Wealth Management
The Berube Abney Group
214-965-6130
100 Crescent Court
Suite 400
Dallas, TX 75201
Today more than ever, managing complex wealth requires the understanding and oversight of a thoughtful team that puts your best interests above all else.
At The Berube Abney Group, we are a dynamic team whose caring approach, fresh perspective and experience have guided many business owners and their families through transition events—from early-stage planning though the post-sale period. We’ve helped others navigate complex liquidity events and benefit from customized lending strategies. Year after year, successful families, entrepreneurs and C-suite executives have chosen us to help them simplify their financial world, manage risk and pursue their most important planning and investment goals.
Whether you’re an individual restructuring your overall portfolio or a family office creating a more tax-efficient estate and trust strategy, we’ll collaborate with your other professional advisors to deliver one integrated approach. With the dedication of a boutique family office and access to the resources of a global leader in private wealth management, we provide trusted financial advocacy and advice for today and tomorrow.
A multidimensional team. Focused on you.
We’re focused financial advisors whose experiences have taught us the importance of integrity, discipline and teamwork in our practice.
Pre-sale and cash flow planning for business
Given the many factors that affect a successful sale, we encourage our clients to engage with us well ahead of the event.
Legacy planning for families
We understand how families can work together to make decisions—in life and in business.
Our perspectives
Insights