Erben Associates, LLC

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Erben Associates, LLC Overview

Type
Multi Family Office

General Information

Erben Associates, LLC is a multi-family office headquartered in Austin. Founded in 1992 , the firm evolved from Jim Erben’s succession-planning and wealth advisory practice and now advises business-owner families on transition strategy, investment management and estate planning. Its multidisciplinary team integrates financial planning, risk mitigation, insurance solutions and direct M&A expertise to protect liquidity and preserve intergenerational legacies—delivers evergreen growth capital.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
300 Beardsley Ln Ste D201, Austin, TX 78746

Portfolio & Notable Allocations

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