Lasting relationships built on a personal approach

The Kravitz Group Ira Kravitz, Harry Larosiliere, Jayme Nicole Kravitz, Michael Edward Culin, Susan T. Christman, Michael Pharr, Geoffrey L. Christman, Sandra Y. Garcia, Nicholas Oliver Herem

The Kravitz Group


phone

469-440-0547
800-288-1515



phone

855-586-9293





address

Legacy Tower
7250 Dallas Parkway
12th Floor
Plano, TX 75024



At The Kravitz Group, we understand the complex financial needs of successful families and individuals. We are an experienced, multigenerational advisory team that looks deeply at all aspects of your life to develop a tailored financial planning strategy. In crafting your customized plan, we deliver relevant and timely advice and collaborate with your trusted advisors to provide tax-efficient investment solutions.

Our team offers a boutique level of service that is backed by the strength and stability of a global leader. UBS is one of the largest wealth managers in the world, advising clients for more than 150 years. This allows our group to access a vast network of global analysts, specialists, and professionals. Additionally, UBS has a depth of experience in investments, banking, and asset management. This allows our team to provide the perspective, strategies, and insights to make prudent financial decisions.


Ira Kravitz has been recognized as an
industry leader

  • Forbes America's Top Wealth Advisors, 2019
  • Forbes Best-In-State Wealth Advisors, TX, 2019, 2018
  • Barron’s Top 1,200 Financial Advisors, 2019, 2018, 2017, 2016, 2015, 2020
  • Financial Times Top 400 Financial Advisers, 2017, 2016, 2015

High-touch service

Collaborative and caring

Developing long-term relationships matters to us. The better we understand you, the better we can help you reach your goals. That is why our team encourages regularly scheduled meetings throughout the year—at your convenience—to fully understand any changes in your life and to address any new challenges or opportunities.

Our team members focus on different aspects of financial planning and wealth management.

You come first

Our team always puts your interests first. Our service offers a personalized experience that is responsive and flexible to your needs.

 
A network of resources

By working closely with your CPA, attorney, and other trusted advisors, we help incorporate all perspectives into one comprehensive approach.

 
Attention on your terms

Our entire team is highly accessible with personal touch points and ongoing reviews that keeps us on track to meeting your goals and objectives.

 
Personal client service

Clients rely on our team to address a host of critical financial and administrative needs. We are proactive with a robust suite of services to anticipate and fulfill client requests.


Comprehensive financial planning

A personal approach

Some people feel anxious about the initial planning conversation. Our process puts you at ease and helps you prioritize your goals. We will begin by asking about your family, financial situation, goals, and concerns. If you decide to move forward, we will then develop a customized financial plan that will address your needs and complex challenges.

Simplifying your life

Whether you are a time-stretched executive or a retiree, simplifying your life is critical so you will focus on what matters most to you.

 
Retirement and lifetime income planning

With a focus on long-term income planning, our team can work with you to help preserve your lifestyle and livelihood in retirement.

 
Estate planning strategies

We develop sophisticated portfolio strategies through the use of efficient tax structures such as trusts and philanthropic vehicles. This enables you to pursue your wealth preservation and legacy goals.

 
Insurance analysis

We will assess your current and future insurance needs. We view risk management as a tool to help protect your family’s assets, replace income, and create a legacy for future generations.


Our clients

Advice for your family’s needs

Working with entrepreneurs, corporate executives, and multigenerational families, we are dedicated to understanding your unique situation. Our focus is on the individual, not products. We determine the right solutions for your needs.

Sophisticated investment management

Staying on top of the ever-changing global economy and world capital markets is more than a full-time job. Our process is similar to that used by endowments, foundations, and institutional investors. We align ourselves with quality, independent money managers to ensure the proper asset allocation strategies are in place to work toward your objectives.

 
Tax-aware strategies

There is a significant difference between investment returns and what an investor earns after taxes. That is why we focus on tax-efficient strategies by tax harvesting throughout the year in order to help maximize after-tax returns.

 
Our open platform

We help demystify investments by being straightforward and clear about how we are handling your money. Because we make objective investment decisions, we can avoid any conflicts of interest. Our disciplined investment selection process looks at all solutions as potential tools for building customized portfolios.

 
Asset allocation and risk management

Through our comprehensive due diligence and planning process, we help determine your goals for growth, income needs, and tolerance to risk. We craft an asset allocation that supports your financial plan. Once your investment plan is implemented, we monitor your portfolio based on your goals and broader economic conditions. We regularly communicate with you to make sure you stay on track.


Stability

Continuity matters with financial relationships

We value continuity. Through our tenured team, we are committed to building long-term relationships. We bring together the comprehensive services of a multigenerational team with the global resources of one of the world’s largest wealth management firms.

A multigenerational team for each generation of your family

Because we understand the connections between wealth and family, our team develops relationships with each generation. We offer the advice and education to address all your family’s needs. This encompasses wealth preservation, asset growth, and legacy planning strategies. It is our goal to be a part of your family’s lives for years to come.

 
UBS is a global powerhouse

With a heritage spanning more than 150 years, UBS is one of the world’s leading wealth management firms. Beyond the deep resources of our investment, banking and asset management businesses, we deliver the global perspective, diverse strategies and relevant guidance to help you move forward with confidence.

  • Wealth management at our core. Private, corporate and institutional clients throughout the world count on the wealth management expertise of UBS.
  • Stability and leadership. UBS remains financially strong, with solid long-term credit ratings.



Insights

My Total Picture

Getting started with My Total Picture

Planning for the lifestyle you want

Planning for the lifestyle you want