Trusted advice. Dynamic process. Innovative solutions. Private Wealth Management

The Berube Abney Group Ryan Berube, Allen Abney, Jeannette Anderson Maddox

The Berube Abney Group


phone

214-965-6130





address

100 Crescent Court
Suite 400
Dallas, TX 75201



Today more than ever, managing complex wealth requires the understanding and oversight of a thoughtful team that puts your best interests above all else.

At The Berube Abney Group, we are a dynamic team whose caring approach, fresh perspective and experience have guided many business owners and their families through transition events—from early-stage planning though the post-sale period. We’ve helped others navigate complex liquidity events and benefit from customized lending strategies. Year after year, successful families, entrepreneurs and C-suite executives have chosen us to help them simplify their financial world, manage risk and pursue their most important planning and investment goals.

Whether you’re an individual restructuring your overall portfolio or a family office creating a more tax-efficient estate and trust strategy, we’ll collaborate with your other professional advisors to deliver one integrated approach. With the dedication of a boutique family office and access to the resources of a global leader in private wealth management, we provide trusted financial advocacy and advice for today and tomorrow.


A multidimensional team. Focused on you.

We’re focused financial advisors whose experiences have taught us the importance of integrity, discipline and teamwork in our practice.

Ryan learned the meaning of discipline and teamwork as a celebrated, 26-time NCAA All- American swimmer and Olympic gold medalist. Allen’s commitments to accountability, integrity and transparency were top priorities when he served as a Presidential Spokesperson for the White House. They continue to be top priorities as he serves clients today.

Today more than ever, managing complex wealth requires the understanding and oversight of a thoughtful team that puts your best interests above all else.


Pre-sale and cash flow planning for business

Given the many factors that affect a successful sale, we encourage our clients to engage with us well ahead of the event.

We have extensive experience working with owners and their families from the initial planning stages through the close of your sale. To us, our early involvement in the process helps us to access all of the resources you need to pursue your business goals as well as your long-term wealth preservation and legacy goals. That’s why we develop a personalized strategy to help manage the proceeds in advance of your stepping away. Should your strategy require it, we can also provide you with additional expertise from outside specialists in:

  • Merger and acquisition advisory services
  • Private equity and debt financing
  • Risk management
  • Estate planning
  • Tax management

Legacy planning for families

We understand how families can work together to make decisions—in life and in business.

What is unique about your family? Do your children participate in discussions about joint family assets and inheritance? Our team has the knowledge and experience to help you build a comprehensive plan for transitioning assets to future generations. We will work alongside you and your trusted tax and legal advisors to ensure the plan is tailored to your wishes and executed accurately and efficiently. We can also help you engage your loved ones in the legacy planning conversation, while providing education and information to help prepare them for the responsibilities that come with significant wealth.

We begin our planning process with deep discovery conversations that will fully identify your priorities, goals, concerns and values—all factors that can help prepare the next generation for carrying on your legacy.



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