Wealth, and managing it, are complex endeavors.
Successful families often want to enhance their wealth and preserve a legacy that will last for generations to come. Yet, estate planning generally comes last in the high-net-worth family service cycle, preventing families from realizing the benefits of intentional, holistic planning.
At the same time, Family Offices and Registered Investment Advisors (RIAs) who work with such families face regulatory burdens that hinder their efforts to advise families in these areas.
We can help.
We work directly with Families having taxable estates to craft comprehensive Financial and Estate plans.
For RIAs who choose to outsource estate planning and insurance solutions, Stavis Wealth serves as a business-to-business resource.
Who We Are
Stavis Wealth
is an Independent Registered Investment Advisory firm that provides comprehensive, holistic financial planning, investment management, estate planning, and customized life insurance solutions under one roof.
Who We Serve
Families with Taxable Estates
It takes a lifetime to build an estate. As wealth grows, so does the complexity. We work directly with families to optimize the preservation and smooth transfer of assets across generations.
Legacy Lounge
Why Effectiveness > Efficiency
6th April 2026
Deborah Stavis and Samir Sinha mark one year building Stavis Wealth with a conversation that challenges the assumptions most wealth firms are built on. They expose the concentration risk hiding inside passive index funds; where a small number of mega-cap names now drives an outsized share of S&P 500 returns. They make the case that the largest advisory firms are quietly retreating from estate planning because it doesn't scale. They also pull back the curtain on The Texas Collective, Stavis Wealth's framework for private investment access in venture capital, private equity, and private credit, curated from the intellectual capital at the center of Houston's most dynamic sectors. In this candid year-in-review conversation, Deborah and Samir move from philosophy to practice: what true integration across planning, investments, and insurance actually looks like, and why effectiveness, not efficiency, is the only standard that matters for families building a legacy.
The Estate Plan That Looks Complete (And the Gaps It Quietly Leaves Behind)
2nd March 2026
Most estate plans have dangerous gaps that even excellent attorneys miss. Deborah Stavis, CFP® with 35 years of experience, explains how life insurance, properly structured, fills those gaps and ensures your wealth transfers intact.