The Investec logo features a chess piece known as the knight. It's a chess piece that can move in all directions. Experienced players recognize the knight's versatility is critical in implementing forward-looking strategies essential to winning.
Chess players have a simple goal—winning the match. Goals of the affluent are more multi-faceted. They often include assuring a secure retirement, charitable giving, travel and recreation, transferring wealth to the next generation, and helping educate grandchildren.
Our approach to wealth management clarifies priorities and quantifies objectives. We work with you and your other advisors (e.g., estate attorneys and accountants) to develop a holistic, integrated financial plan that provides realistic, achievable solutions. Our wealth management strategies are designed to give you peace and confidence. We accompany you on your journey, enabling you to focus on the benefits of your wealth, not on the management of it.
Investec is a boutique wealth management firm based in Houston, TX. We have been serving affluent families with investable assets of $1 million or more for over 35 years. We invite you to consider our forward-looking approach to wealth management.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Technology tips to make your next trip even better.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Would you guess that Millennials are effectively saving for retirement? Well, they are.