Family Office
Austin Asset
Austin Asset is a fee-only wealth management and family office advisory firm that provides comprehensive financial planning and asset management services to high-earning families. They offer tailored wealth planning covering cash flow, retirement, insurance, and tax strategies, positioning themselves as advocates who h…
Asset classes & sectors
All SectorsAlternative InvestmentsFinancialsFixed incomeHedge FundsPrivate EquityPrivate PlacementReal Estate
Decision-makers
Sam Gorny
Investment Management
Jonathan David Davison
CHIEF INVESTMENT OFFICER
Alexandra Mary Bequette
SHAREHOLDER
Gregory Scott Van Wyk
EXECUTIVE VICE PRESIDENT
William Thomas Wike
SHAREHOLDER
Allison Lee Loots
SHAREHOLDER
William Eric Hehman
CHIEF EXECUTIVE OFFICER
Will Wike
Principal, Wealth Manager
Allie Bequette
Principal, Wealth Manager
Allison Loots
Principal, Wealth Manager
Gregory Van Wyk
Executive Vice President, Principal
Jonathan Davison
CIO
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