Independent Fiduciary Wealth Management · Houston, TX

Service without conflicts. Investments without constraints. Planning without limits.

Wealth management should be objective, coordinated, and built around your life not around products, commissions, or one-size-fits-all portfolios.

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  • 100% partner-owned fiduciary

  • Custodied at Goldman Sachs, Schwab & Apex

  • Serving founders nationwide since 2020

Strategic partners & custodians
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All in-house

One integrated team across every part of your financial life

We function as an end-to-end integrator across tax, finance, estate, and legal services managing multi-disciplinary planning from design through maintenance.

  • Wealth Management

    Wealth management diversified for capital preservation with coverage of public, private & digital assets & alternatives.

  • Investment Management

    Proprietary institutional grade portfolios, no indexed models.

  • Strategic Tax Planning

    US to global services for individuals & entities covering strategic advice, filings, compliance, planning & formations.

  • Estate Planning & Trust

    Living trusts and advanced taxable estate structures designed to preserve and transfer wealth across generations.

  • Founder Advisory

    Capital gains tax minimization strategies, transition & exit planning, & risk management for founders and business owners.

3

Institutional custodians

80%

Of clients are founders

100%

Partner-owned fiduciary

20+

Years institutional advisory

How we work

Analog is process driven, objective & precise

A disciplined, sequential process each stage builds on the last, from a tax-efficient foundation through to estate structuring.

Core components of planning

Tax strategy

We specialize in tax efficient structure and tax minimization strategies.

01

Financial plan

We will build bespoke financial plans and investment strategies to achieve your goals and build generational wealth.

02

Estate plan

We create highly complex structures for high net worth clients to minimize capital gains and estate taxes in addition to simple living trusts.

03

Tax Strategy
Build Financial Plan
Risk Assessment / Portfolio Construction
Estate Planning 
Managed diversity

Unconstrained investment advice across listed, private, digital & alternative assets

Conserve & build wealth with managed diversity. Our core portfolios are liquid, low-cost, uncommonly diverse and custodied at Goldman Sachs. They offer lower expected volatility and drawdown without sacrificing growth compared to typical advisor models.

  • Evenly balanced asset mix (moderate) gold & silver, US real estate securities, US treasury bonds, high quality global stocks

  • No credit risk or mutual funds

  • Low cost of ownership (20bps wtd avg expense ratio)

  • No transaction fees · liquid & marginable

Advisory fee: 0.6–1.0% p.a.

balanced

ASSET MIX
Global stocks
US treasuries
US real estate
Precious metals
Alternatives 
The whole balance sheet

Tax, asset management, estate & risk alignment elevates your plan strategy

analog capital
asset advisory
tax planning
estate strategies
liquid investments
risk management
analog client
family estate
cash
insurance
assets
private
holdings
founder shares
properties &
collectibles

  • Strategic Planning

    • Income replacement

    • Wealth preservation

    • Risk management

    • Transaction and exit planning

  • Investment Advice

    • Managed low volatility portfolios

    • Stocks, bonds, real estate and precious metals

    • Private market opportunities

    • Alternative investments & due diligence

  • Family Office Services

    • Tax planning

    • Liquidity & cash flow planning

    • Trusts & estate planning

    • Capital advisory · 409a valuations

Plan early

For the best results, consider planning early

Early planning can make a huge impact on results later on. We love analog clients: nonconformist, gifted and irreverent value creators over 80% of our clients are founders.

seed early growth late growth transition • Entity Formation • Business Law • Capital Advisory • Tax Planning • Living Trusts • Financial Planning • 409A Valuations • Advanced Tax & Estate • Asset Protection • Risk Management • Portfolio Management • Private Markets • Investment Due Diligence • Capital Gains Deferrals • Estate Administration • Global Tax 
Unconflicted advice

Get help from experienced professionals

Analog is a registered investment advisory firm serving founders nationwide since 2020 integrating our own expertise with adjacent disciplines to maximize value realization and conservation.

  • We stand apart through our values

    • No conflicts of interest
      No products to sell, no commissionable services.

    • No constraints
      Truly diversified asset coverage across listed, private, digital & alternative assets.

    • High transparency
      100% partner-owned fiduciary, fee-only and aligned with you.

  • The practices we embrace & disavow

    • No mutual funds
      Stocks and ETFs only.

    • No long-term credit risk
      No account or transaction fees.

    • Collaborative
      We work alongside your outside advisors and specialists.

    • Programmatic deployment
      New investments deployed over time, disciplined and rules-based.

Start the conversation

Speak with an analog partner

If you'd like to speak with us, arrange a call directly or submit your information and we'll reach out.

Schedule a Call

Phone

(713) 929-2553

Email

info@acpfo.com

Office

12 Greenway Plaza #1115, Houston, TX 77046

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Let AI Tell You About ACPFO
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