Family Office Services in Frisco, TX
Family Office ServicesFrisco, TX
Procyon provides family office services in Frisco, TX, for clients seeking a more organized, integrated approach to managing a complex financial life.
As a fee-based, fiduciary firm with national roots, we work with clients across Frisco and the Dallas-Fort Worth area to help bring together investment management, tax planning, financial reporting, risk management, and advisor collaboration into a cohesive strategy. Our role is to simplify the demands of family wealth, support your family’s goals, and help support a stronger foundation for future generations.
A commitment to client excellence that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
2026
NAPA’s Top DC Advisor Teams Multi-Office for 2026
2026
50 RIA Firms To Watch 2026
2023
12 Fastest-Growing RIAs: 2023
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
Are Family Office Services From Procyon Right For You?
Families with significant wealth often need more than traditional wealth management. For many Frisco clients, this may include aligning family and business interests, managing complex portfolios, and structuring family priorities to support generational wealth strategies.
Family office services may be a fit if your financial life includes:
- Multiple investment accounts, entities, or operating businesses
- A need for coordinated tax planning, legal guidance, and financial reporting
- A desire for greater visibility across assets, liabilities, and cash flow
- Complex investment strategies across public and private markets
- The need for operational support, including bill pay services and ongoing administration
The advisory team at Procyon gathers a comprehensive understanding of your lifestyle, including your assets, income, business interests, family priorities, and long-term objectives.
From there, we develop a strategy designed to help you:
- Coordinate investment management across your full financial picture
- Improve tax efficiency while supporting your broader financial strategy
- Provide structured reporting and operational support to simplify decision-making
- Align your financial structure with legacy planning, family governance, and future generations
Our proactive approach helps families stay organized, informed, and better prepared as wealth, business interests, and family needs continue to evolve.
MEET OUR ADVISORY TEAMBenefits of Procyon's Disciplined Approach to Wealth Management
- Fiduciary Advice That Prioritizes Your Best Interests
- A Transparent, Fee-Based Model
- Collaborative Team With Expertise Across Investments, Tax, & Financial Planning
- A Full Suite of Services Under One Roof
- Long-Term Relationships Built On Trust and Accountability
Legacy Wealth Management Made Simple With a Trusted National Advisory Firm
Family office services are most effective when every part of your financial life is coordinated under a unified strategy. At Procyon, we focus on core areas designed to help families manage complexity, preserve wealth, and support long-term goals across generations.
Portfolio Management and Reporting
A coordinated approach to managing complex assets with clear reporting across your full financial picture.
- Portfolio construction aligned with your financial goals
- Asset allocation designed around risk tolerance and long-term objectives
- Consolidated reporting to provide visibility across accounts, entities, and investments
- Ongoing monitoring designed to support after-tax, after-fee outcomes
Cash Flow and Debt Management
Thoughtful oversight designed to support day-to-day financial needs while streamlining administration.
- Liquidity planning for spending, distributions, and future obligations
- Coordination of cash flow needs across family members, entities, and businesses
- Debt management strategies designed to support financial flexibility
- Administrative support for complex financial lives, including bill pay and reporting
Family Legacy and Governance
Structured guidance to help families preserve wealth, prepare future generations, and align around shared goals.
- Family governance planning across generations
- Coordination with estate planning attorneys and outside advisors
- Wealth transfer strategies designed to protect and preserve assets
- Financial education and planning support for future generations
EXPLORE FAMILY OFFICE SERVICES
A Coordinated Approach to Managing Complex Financial Lives
Family office services are designed to bring structure and clarity to the many moving parts of significant wealth.
Centralized Financial Oversight
Coordination across investment managers, tax professionals, legal advisors, entities, and assets under one aligned strategy.
Integrated Financial Operations
Support for cash flow planning, financial reporting, bill pay services, and day-to-day administrative needs.
Long-Term Planning and Legacy Coordination
Guidance that connects estate planning, family governance, and wealth transfer strategies with your family’s long-term vision.
Our approach is designed to help create more room for your family to focus on growth, stewardship, and future generations.
Support Your Family’s Wealth with an Integrated Financial Strategy
Schedule a Complimentary Consultation with a
Procyon Financial Advisor Today
As a trusted partner in Frisco and across the Dallas-Fort Worth area, Procyon brings together your investments, tax strategy, and financial reporting into a collaborative, centralized structure. Whether you are managing significant assets, overseeing business interests, adjusting family priorities, or preparing for future generations, our family office services can help protect your family’s wealth and legacy goals.
Serving Frisco and the
Dallas-Fort Worth Area
Procyon serves clients throughout the rapidly expanding Frisco and surrounding areas, including Denton, Plano, McKinney, and Collin County, as well as neighboring Dallas-Fort Worth and Tarrant Counties. We work with families, business owners, and entrepreneurs seeking a higher level of coordination, access, and advisory support.
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FAQs About Family Office Services
in Frisco, TX
What are family office services, and how do they work?
Family office services in Frisco, TX, provide a centralized approach to wealth management by coordinating investment management, tax planning, financial reporting, and legacy planning. This allows high-net-worth families to align their financial goals while simplifying complex financial decisions.
Who should consider family office services?
Family office services are typically designed for high-net-worth individuals, entrepreneurs, and families with complex financial lives. In the Dallas-Fort Worth area, this often includes those managing operating businesses, significant assets, or multi-generational wealth.
What is the difference between a family office and wealth management?
Family office services provide a more comprehensive level of coordination than private wealth management. While private wealth management focuses on investments and financial planning, family office services integrate tax planning, financial reporting, estate coordination, and family governance into one cohesive strategy.
Do family office services include tax and legal coordination?
Yes, family office services often include coordination with tax professionals and legal counsel to support tax efficiency, estate planning, and compliance. This integrated approach helps foster alignment across all aspects of your financial life.
How do family office advisors support future generations?
Family office advisors help support future generations by implementing estate planning strategies, facilitating family governance discussions, and providing education around financial decision-making. This helps support a smooth transfer of wealth and long-term alignment across family members.
What should I look for in a family office advisor?
When selecting a family office advisor, it is important to look for fiduciary responsibility, an independent firm structure, access to a broad investment platform, and experience working with complex financial lives. A strong advisory team should provide objective advice aligned with your best interests.