Tanglewood Legacy Advisors, LLC

Tanglewood Legacy Advisors, LLC Entrepreneurs, executives and private business owners turn to Tanglewood Legacy Advisors as their Family CFO.

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. We coordinate, navigate and synchronize the complex web of tax, legal, investment, asset preservation and philanthropic issues that successful families often face.

September is National Preparedness Month, and preparedness isn’t just about flashlights, batteries, and storm supplies.I...
09/01/2026

September is National Preparedness Month, and preparedness isn’t just about flashlights, batteries, and storm supplies.

It’s also about being financially ready for the things you didn’t plan for.

An unexpected expense. A market downturn. A change in income. A health event. A retirement that arrives sooner than expected.

A strong financial plan should account for more than the best-case scenario. It should have enough flexibility to help you adjust when life changes course.

That can mean maintaining appropriate cash reserves, managing risk, reviewing insurance coverage, and building a retirement strategy designed with the unexpected in mind.

Because a financial plan shouldn’t just work when everything goes according to plan.

It should be prepared for when it doesn’t.

September is a good time to ask: Is your financial plan prepared for the unexpected?

Business succession planning shouldn’t start when you’re ready to leave.For many business owners, stepping away may stil...
08/27/2026

Business succession planning shouldn’t start when you’re ready to leave.

For many business owners, stepping away may still be years down the road. But the decisions that can make a future transition successful often need to happen long before then.

Succession planning isn’t simply about choosing who takes over or deciding when to sell. It can include developing future leadership, understanding what drives the value of your business, addressing key-person risk, considering tax implications, and making sure your business and personal financial plans are working together.

Starting earlier gives you something every business owner values: options.

Whether the eventual plan is to sell, transition the business to family or key employees, or simply create a company that can operate without you at the center of everything, thoughtful planning today can give you more flexibility tomorrow.

You don’t need to know exactly how or when you’ll exit to start preparing for it.

At Tanglewood Legacy Advisors, we help business owners look beyond the next quarter and consider how the business they’re building fits into the life and legacy they’re building alongside it.

Market volatility and market risk are often used interchangeably, but they aren’t the same thing.Volatility is about mov...
08/25/2026

Market volatility and market risk are often used interchangeably, but they aren’t the same thing.

Volatility is about movement. Risk is about impact.

Markets naturally move up and down, sometimes dramatically. Those fluctuations can feel unsettling, but short-term volatility doesn’t necessarily mean your long-term financial strategy is at risk.

The bigger picture matters: your goals, time horizon, liquidity needs, diversification, and the role each investment plays within your overall financial plan.

Understanding the difference between volatility and risk can help keep market headlines in perspective and decisions focused on what actually matters.

At Tanglewood Legacy Advisors, we believe your investment strategy should support your broader financial picture, not react to every turn in the market.

Have questions about how current market conditions fit into your strategy? We’re always here to start the conversation.

Earnings season often provides one of the clearest windows into the health of corporate America.We've updated our Earnin...
08/24/2026

Earnings season often provides one of the clearest windows into the health of corporate America.

We've updated our Earnings Dashboard to track key metrics, including revenue growth, earnings growth, estimates, and forward earnings trends across the S&P 500.

While headlines come and go, earnings ultimately help tell the story behind market performance. Take a look at the latest data and trends: https://family-cfo.com/earnings-dashboard/

08/20/2026

August offers a chance to pause before the busy season begins.

It's a good reminder that one of the best investments a business can make isn't in technology or marketing. It's in people.

Whether you're developing your team, strengthening client relationships, or creating a culture where people can thrive, those investments often produce the greatest long-term returns.

What's one investment you're making in your people this month?

08/18/2026

We're honored to share that Tanglewood Legacy Advisors has been named to the 2026 Inc. 5000, recognizing the fastest-growing private companies in America.

This recognition isn't just about growth. It's about the trust our clients place in us, the dedication of our team, and our commitment to helping families and business owners make confident financial decisions.

To our clients, thank you for allowing us to be part of your journey.

To our team, thank you for showing up every day with integrity, care, and a genuine passion for serving others.

We're proud of how far we've come, and even more excited about where we're headed.

Thank you for being part of our story.

Read the full announcement:
https://www.inc.com/inc5000
https://family-cfo.com/inc-5000-award-2026/



Disclosure: The Inc. 5000 recognizes the fastest-growing private companies in America based on revenue growth. This award is based on business growth and is not indicative of investment performance or future results. This recognition should not be construed as an endorsement by clients or a guarantee of future success.

Every dollar tells a story.For nonprofits, that story is measured in lives changed, communities strengthened, and hope c...
08/17/2026

Every dollar tells a story.

For nonprofits, that story is measured in lives changed, communities strengthened, and hope created.

This National Nonprofit Day, we celebrate the organizations whose missions make our communities better, along with the volunteers, donors, and leaders who help make that impact possible.

Thank you for all you do. 💚

We all make mistakes at work. What often defines our careers isn't the mistake—it's how we respond to it.Owning the erro...
08/13/2026

We all make mistakes at work. What often defines our careers isn't the mistake—it's how we respond to it.

Owning the error, communicating quickly, learning from it, and putting better processes in place can actually build trust and credibility over time.

This article from Korn Ferry offers a practical reminder that resilience isn't about being perfect—it's about growing through setbacks.

What's the biggest lesson you've learned from a professional mistake?



Read article here: https://tinyurl.com/4md6mhbp

Fraudsters don't just target your bank account.They target your emotions.When a team member was recently contacted by sc...
08/12/2026

Fraudsters don't just target your bank account.

They target your emotions.

When a team member was recently contacted by scammers, the details sounded convincing. They used urgency, official-sounding language, and just enough information to make her question herself.

That's exactly how these scams work.

Before you act, try these five steps:

✓ Pause. Scammers want you to react, not think.

✓ Verify. Hang up and contact the company or agency using a phone number or website you find yourself. Never use the contact information they provide.

✓ Don't click. Avoid links or attachments in unexpected emails or text messages.

✓ Ask someone you trust. A second opinion can often spot what stress causes us to miss.

✓ If it feels urgent, slow down. Legitimate organizations rarely demand immediate payment or threaten consequences if you don't act within minutes.

Fraud isn't about intelligence. It's about emotion. The best defense is giving yourself enough time to think before you respond.

Have you or someone you know encountered a scam recently? What helped you recognize it?

August is National Wellness Month, making it the perfect time to take a fresh look at your employee benefits.The right h...
08/11/2026

August is National Wellness Month, making it the perfect time to take a fresh look at your employee benefits.

The right health benefits strategy isn't just about wellness. It can help you attract and retain talent, manage costs, and stay compliant.

Whether you offer a traditional group health plan, an HRA, or a health stipend, every option comes with different advantages.

The best choice is the one that supports both your employees and your business.

When was the last time you reviewed your benefits strategy?

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One Riverway, Suite 1550
Houston, TX
77056

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

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