Halcyon Global Advisors LLC is a boutique family office based in Dallas, TX, offering highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals, and families. With a focus on revolutionizing investment management, they provide customized portfolio design and management, as well as comprehensive financial planning that addresses all aspects of clients' financial lives.
Halcyon's team of dedicated advisors guides clients through different phases of wealth management, from wealth creation and growth to preservation and protection, and distribution and legacy transfer. They work with trusted professionals to provide specialized tax and estate planning, ensuring the strategic use of trusts, gifts, sales, and other methods to achieve family and philanthropic goals while minimizing taxes. With a commitment to understanding individual goals and priorities, Halcyon delivers integrated wealth management solutions tailored to clients' unique needs.
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