Firm Facts

Team

• Meet the Team: Firm leadership and staff bios.
• Kirk K. Badii: Managing Partner. Spent eight years at UBS Private Wealth Management and Credit Suisse Private Bank before founding the firm. Specializes in pre- and post-sale liquidity event management, tailored lending, wealth transfer strategies, life transition planning for the sale of a business, investment strategy, and wealth planning.
• Tristan A. King: Senior Associate. Began his career at Morgan Stanley. Focuses on model rebalancing, performance reporting, account maintenance, and coordinating with bank partners.

Core Services

• High Net Worth Financial Advisors: Bespoke services for affluent clients focused on wealth preservation, tax strategies, and diverse portfolios.
• Family Office Investment Solutions: Coordinated investment solutions for family office needs.
• Estate Planning: Asset transfer, estate tax minimization, trusts, wills, and planning for future generations.
• Succession Planning: Transition strategies for business owners preparing for a sale, family transfer, or external succession.
• Retirement Planning: Sustainable income streams, Social Security optimization, and healthcare planning.
• 401(k) Rollover: Rollover guidance for Southlake, TX clients.
• Roth IRA Conversions: Roth conversion strategy and planning.
• Retirement Spending Plan: Structured spending plans for retirement income.
• Tailored Lending: Customized lending solutions.
• Annuities: Annuity options for retirement income.
• Financial Second Opinions: Independent review of an existing plan or portfolio.

Specialized Solutions

• Divorce Financial Planning: Financial guidance during divorce.
• Tax Planning Strategies: Strategies to help manage tax exposure.
• Manage Concentrated Stock Risks: Strategies for concentrated stock positions.
• Philanthropy and Charitable Giving: Charitable giving planning.
• Healthcare in Retirement: Planning for healthcare costs in retirement.
• Sudden Wealth: Guidance for clients experiencing a sudden wealth event.
• Executive Compensation Planning: Planning around executive compensation.
• Luxury Asset Management: Management of luxury assets.
• ESG Investing: Guidance on ESG investing approaches.

About

• About Us: Firm philosophy built on being independent, trusted, and grounded in integrity.
• Your Experience: The firm's comprehensive planning approach.
• Our Clients: Who the firm serves.
• Frequently Asked Questions: Common questions about working with the firm.

Client Education

• Resource Center: Articles, videos, and calculators across retirement, estate, investment, insurance, tax, money, and lifestyle topics.
• Blog: Latest firm articles and commentary.
• Events: Upcoming firm events.
• Tools: Financial calculators and glossary.

Contact

• Contact Us: Reach the firm by phone, email, or contact form.
• Schedule a 2nd Opinion: Request an independent second opinion on your current plan.
• Office: 550 Reserve Street, Suite 250, Southlake, TX 76092. Phone: 310-846-8360. Email: kirk@badiigroup.com.