Avidian Wealth Solutions

Avidian Wealth Solutions Independent investment management and financial planning firm. Serving our clients first.

Avidian Wealth Solutions is a Houston wealth management firm that offers comprehensive wealth solutions to high-net-worth individuals and their families to help them simplify the complexities that come with wealth. As your fiduciary financial partner, we offer advice and assist you in making decisions structured around your short and long-term goals while utilizing coordinated and cost-effective strategies that aim to help protect and grow your wealth. Take steps to minimize the stress in managing your finances and contact us for more information.

09/17/2026

Our investment approach is built around three core pillars: an open architecture platform, efficient market access, and private market relationships built through our own experience as business owners.

Our structure may allow us to build portfolios shaped around your goals and circumstances, rather than around a set of proprietary products.

Jake Borbidge, Partner and Chief Investment Officer at Avidian, explains how these three pillars work together and what that structure could potentially mean for the flexibility of your portfolio.

Visit avidianwealth.com to schedule a consultation.

Preservation generally requires a different mindset than accumulation.A few consistent habits may make the difference. K...
09/15/2026

Preservation generally requires a different mindset than accumulation.

A few consistent habits may make the difference. Keeping your advisors talking to each other. Reviewing diversification yearly. Building structure around family decisions before conflict forces the issue.

Swipe through, then talk to Avidian about protecting what you've built. Visit avidianwealth.com to learn more.

Generosity works harder when it's planned, not just given.A charitable giving plan starts with defining what actually ma...
09/14/2026

Generosity works harder when it's planned, not just given.

A charitable giving plan starts with defining what actually matters to you, then choosing how involved you want to stay. From there, structure, timing, and family involvement may all shape how far your giving goes, and how long it lasts.

Swipe through the 6 steps, then talk to Avidian about building a plan that reflects your values and your tax strategy. Visit avidianwealth.com to learn more.

A will, a living trust, and a living will each serve a different purpose, and confusing them can leave real gaps in an e...
09/03/2026

A will, a living trust, and a living will each serve a different purpose, and confusing them can leave real gaps in an estate plan.

A will directs how assets are distributed after death and typically goes through probate. A living trust can hold assets during a person's lifetime and may allow them to pass to beneficiaries without going through probate, offering more privacy and potentially a faster transfer. A living will is different from both. It's a healthcare directive that outlines a person's wishes for medical treatment if they become unable to communicate those decisions themselves.

Some families assume one document covers all three purposes. In practice, a complete estate plan may rely on all three working together, each addressing a different scenario.

Talk to Avidian about building an estate plan with the right documents in place. Visit avidianwealth.com to learn more.

09/01/2026

Build a single-family office from scratch, or work with a team that's already assembled? It's a question we hear often from UHNW families weighing their options.

A common concern with a prebuilt team is losing visibility and control. At Avidian, transparency is core to how we operate. As a fiduciary firm with no outside ownership, clients stay informed about their financial picture and the reasoning behind our advice, without the overhead of building that infrastructure themselves.

Visit avidianwealth.com to schedule a consultation.

Gifting parts of your estate during your lifetime can be a meaningful way to support your family and may reduce future t...
08/28/2026

Gifting parts of your estate during your lifetime can be a meaningful way to support your family and may reduce future tax exposure, but timing matters.

Federal gift and estate tax exemptions remain historically high, although tax laws and individual circumstances can change. For families with significant assets, that may present an opportunity worth evaluating, not necessarily a reason to gift everything at once.

A few things worth thinking through before gifting:
- What you're comfortable giving up control of today, versus what you may still need
- Whether outright gifts, trusts, or other structures best fit your goals
- How gifting fits into your broader estate and tax plan, not just one isolated decision

Gifting can be a powerful tool, but it works best as part of a coordinated strategy rather than a one-time decision made in isolation.

Curious whether now is the right time for your family? Visit avidianwealth.com to start the conversation.

08/26/2026

A lot of planning goes into the sale of a business. Comparatively little goes into the weeks after it closes, when a concentrated position in company stock, or a lump sum in the bank, suddenly becomes the whole financial picture.

Shaheen Ladhani, Managing Partner at Avidian, explains why the day after a transaction can carry more decisions than the transaction itself, and what it looks like to have that plan in place before the deal closes rather than after.

Visit avidianwealth.com to schedule a consultation.

An inheritance can shift your financial picture overnight, and the instinct to act fast, a new home, a resignation, a bi...
08/24/2026

An inheritance can shift your financial picture overnight, and the instinct to act fast, a new home, a resignation, a big purchase, is usually the wrong first move.

Many advisors recommend pausing to understand what you actually inherited, what you'll owe in taxes, and how it changes your broader plan before making any decisions.

New wealth deserves a new plan. Visit avidianwealth.com.

08/21/2026

Many major wealth management firms are headquartered in New York or San Francisco. Avidian isn't, and that's a deliberate choice, not a byproduct of where the firm happened to start.

Our partners and advisors are in the same communities as the clients we serve. They understand that our clients are building businesses, raising families, and creating legacies here. This insight and understanding help shape the firm's values and how it thinks about wealth, business, and our clients’ future.

Visit avidianwealth.com to schedule a consultation.

We're proud to announce an exciting milestone: Avidian Wealth Solutions has surpassed $6 billion in assets under managem...
08/20/2026

We're proud to announce an exciting milestone: Avidian Wealth Solutions has surpassed $6 billion in assets under management, as of August 22, 2026.

This achievement represents far more than a number. It reflects the trust our clients place in us, the dedication of our advisors and team, and the lasting relationships we've built together.

As we continue to grow, our commitment remains the same: to deliver thoughtful, integrated wealth planning designed around each client's unique goals.

Thank you to our clients, partners, and team members for being part of this journey. We look forward to what's ahead.

Learn more at AvidianWealth.com.

Disclosure: AUM reflects regulatory assets managed by Avidian Wealth Solutions as of the date shown and may differ from regulatory AUM reported in our Form ADV (year-end 2025). AUM will fluctuate based on market conditions and client activity. For informational purposes only.

Address

800 Town & Country Boulevard, Suite 220
Houston, TX
77024

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12818228800

Website

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