San Antonio + Corpus Christi Team

A Better Approach to Private Wealth Management

for San Antonio & the Costal Bend

We are your family office that’s committed to providing expert counsel exclusively to families and institutions.

Who We Are

Local Partners Intensely Focused on Your Success

Our privately held, independent wealth management and planning consulting firm serves as a multi-family office to successful business owners, families with generational wealth, people with unique or complex financial situations, and wealth creators who are in need of sound financial planning.

Services

Estate Planning

Legacy Planning and Multi-Generational Wealth Transfers

Comprehensive Risk Management

Oil, Gas and Mineral Management

Lifestyle and Cash Flow Planning

Pre-Sale and Business Transition Planning

Custom Portfolio Management

Tax-Aware Investing

Real Estate Management

Intentional Philanthropy and Gifting

Banking and Liquidity Management

True independence and fiduciary advice serve as the foundation for our body of work and through this, we help our clients avoid the potential unintended consequences of critical wealth decisions. Navigating the world of financial, legal, tax and risk management is challenging for many families, but we built our firm around being solution-agnostic and bringing the right team to the table when these opportunities arise.

Our Team

Preferred for our compassion and dedication.

Russell Samples, CTFA®

Founding Partner, Managing Director

Russell Samples is a Founding Partner and Managing Director of the Private Wealth San Antonio office. With expertise in trust/estate planning, tax management/planning and budgeting/bill pay, he manages wealth and financial planning for......

Debra Wilkens, CFA®

Founding Partner, Senior Portfolio Manager

Debra is a Founding Partner and Senior Portfolio Manager at the Private Wealth San Antonio office. She specializes in building customized investment portfolios to meet the unique needs of high-net-worth individuals, families......

David Tawil, CTFA®

Founding Partner, Managing Director

David Tawil is a Founding Partner and Managing Director of the Private Wealth San Antonio Office. With expertise in portfolio management and trust/estate planning, David focuses on building customized solutions for high-net-worth individuals......

Liz Yzaguirre

Client Relationship Specialist

Liz is a Client Relationship Specialist located in our Corpus Christi office. She is adept at coordinating teams of specialists, such as other advisors, attorneys, and accountants, to work toward achieving the clients’ wealth and...

David Hillner, CFA®, CFP®

Director of Investments

In his role as Director of Investments, David enjoys solving complex financial problems and providing peace of mind for both his clients and his team. He works with clients to understand their situation and unique...

Leslie Wall

Senior Client Associate

As a Senior Client Associate, Leslie serves as a key resource for client inquiries, day-to-day service needs, operations, account management, documentation, customer service and technical assistance. She specializes in providing support for investment......

Specialized Resources

Evaluating Your Wealth Management Team

Family Offices Explained

Contact Us

Talk to an Advisor on Our San Antonio + Corpus Christi Team

Reach out to learn more or schedule a strategy session. Our team will respond to you within 48 hours.

San Antonio Office

112 E Pecan St, Ste 2800
San Antonio, TX 78205
P | 210-667-2630

Corpus Christi Office

5656 S Staples St, Ste 220
Corpus Christi, TX 78411