Who We Serve

Schubert & Company (S&Co) exists to serve the holistic financial and advanced planning needs of generously minded families across the nation.  Families who receive the most value from partnering with S&Co are usually intentional about incorporating Christian stewardship principles into how they manage assets and relationships entrusted to them.  Offering a fully comprehensive “family office” service model, S&Co is positioned to provide significant value when the size of the family’s assets is high or the complexities inherent in the family’s situation benefit from advanced planning.  S&Co may include an allocation to alternative investments and private equity/debt vehicles as appropriate.  Some of these products require investors to be “Qualified Purchasers” meaning they need to have at least $5 million in long-term investible assets.  As such, S&Co prefers to work with families who meet the “Qualified Investor” definition, bringing all investment options to the table.

While S&Co is headquartered in McKinney, TX (DFW Metro area), our clients are spread out across the nation from the East Coast to the West Coast.  S&Co has developed relationships through the years with estate planning attorneys, Christian donor advised fund companies, and high-end property and casualty insurance firms, all of whom have nation-wide reach and experience.

S&Co is currently growing  and we are open to taking new clients. We would welcome the opportunity to talk with you to see if a partnership with Schubert & Company would aid your family in stewarding all that has been entrusted to you and advancing your family’s influence and impact in your world.