Family Office Services
Why Partner With Boswell PLLC For Family Office Services
At the intersection of family, wealth, and legacy, thoughtful guidance makes all the difference. Our Family Office Services are designed to bring organization, peace of mind, and lasting impact to the way your family manages its financial and personal affairs.
We help families create practical systems that simplify complex matters, whether that is building a governance plan, supporting charitable giving, or guiding conversations between generations. With a blend of legal insight and personalized care, we aim to simplify decision-making and provide a strong foundation for establishing multi-generational harmony so your family’s legacy can thrive.
Fill out the form below for access to the following resources
- Family Governance
- Common Fears and Solutions
- Transparency With Future Generations
- Comparing Types of Trustees
Family Office Services Resources
What our customers are saying
Highly Recommend!
"Over the years, I have had the opportunity to work professionally with Mr. Boswell on various matters. It was readily apparent that he cares very deeply about his clients and takes great pride in his work product. I could not be more impressed with his tremendous breadth of knowledge and expertise."
- Megan
Satisfied Client!
"Mr. Boswell assisted my wife and I with our estate planning documents. He guided us through the process from beginning to end, and took the time to answer all our questions along the way."
- Jeff
Took Time To Help Us Understand!
"Mr. Boswell helped me with estate planning and will/trust preparation. I was very pleased with the services provided by him and his firm. All work was prepared as planned and in accordance with our initial meeting. There was very good explanation of services and a strong attempt to understand what my wife and I were interested in accomplishing with our plans."
- Martin
Call Today to Schedule Your Appointment
Clients who need compassion, experience, and knowledge can turn to Boswell PLLC for help with their estate planning needs. Our Dallas office serves those in Dallas and throughout the State of Texas.