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Linscomb & Williams
Linscomb & Williams is a wealth management firm based in Houston, US. It manages approximately $4.4 billion in assets, primarily serving clients in North...
Overview
Linscomb & Williams is a wealth management firm based in Houston, US. It manages approximately $4.4 billion in assets, primarily serving clients in North America.
General information
Firm type
Multi Family Office
Year founded
1971
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Principals
Harold Williams
Co-Founder
Phillip Linscomb
Co-Founder
Sector focus
Frequently asked questions
How does Linscomb & Williams charge for its services?
The firm operates on a fee-only basis, charging advisory fees calculated as a percentage of assets under management. It does not receive commissions, revenue-sharing payments, or other compensation from product providers, a structure established at its 1971 founding.
Who owns Linscomb & Williams?
Linscomb & Williams is a subsidiary of Prosperity Bancshares, a publicly traded Texas-based bank holding company. The firm operates with its own brand and advisory independence within the Prosperity structure.
What investment services does Linscomb & Williams provide?
The firm provides portfolio management, financial planning, and tax preparation services. Portfolios are built using individual stocks, bonds, mutual funds, and exchange-traded funds, with an emphasis on tax efficiency and integration with clients' broader financial plans. The firm does not originate private investments.
Is Linscomb & Williams a single-family office or multi-family office?
It functions as a multi-family office, serving a number of affluent families primarily in Texas. The firm combines investment management with estate and tax planning, characteristic of multi-family-office service models.
What role does tax planning play in the firm's offering?
Tax planning is central to the firm's identity. Both co-founders brought tax and accounting expertise to the practice, and the firm continues to offer in-house tax preparation alongside investment advisory services, allowing coordination of portfolio decisions with annual tax filings.
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