Brownlie & Braden Advisors

www.brownliebraden.com

Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to the individual and personal objectives of each client in evaluating the alternatives available. These services address our clients’ objectives in the areas of gift and estate tax planning, asset protection planning, life insurance due diligence and alternatives, family risk management, private equity due diligence, and various other related issues often important to the wealthy individual and their family. We also are frequently called upon to perform private equity due diligence and address corporate turnaround opportunities, as well as to assist with the selection of asset managers and fiduciaries.

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Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to the individual and personal objectives of each client in evaluating the alternatives available. These services address our clients’ objectives in the areas of gift and estate tax planning, asset protection planning, life insurance due diligence and alternatives, family risk management, private equity due diligence, and various other related issues often important to the wealthy individual and their family. We also are frequently called upon to perform private equity due diligence and address corporate turnaround opportunities, as well as to assist with the selection of asset managers and fiduciaries.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

11-50

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Founded

1997

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Manager , Financial Planning and Analysis

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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