Halcyon Global Advisors
Halcyon Global Advisors is a boutique family office based in Dallas, TX, specializing in personalized and proactive financial planning and investment management services for business owners, professionals, individuals, and families. The firm takes a comprehensive approach to wealth management, designing customized investment portfolios that align with clients' unique financial goals and personal situations.
With a dedicated team of advisors, Halcyon offers integrated wealth management solutions that encompass all aspects of financial life, including estate planning, income taxes, risk management, and charitable planning. Their expertise extends to managing financial resources through strategic use of trusts and other methods to support family and philanthropic goals while minimizing tax liabilities.
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