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Clint Haggard

Clint Haggard

For the last 20+ years, Clint has served as CFO and Trustee for various private individuals and family groups. Clint comes from two 1850s Texas families that both continue to control assets at a group level. From the financial and non-financial experiences with his family, as well as others over the years, Clint has progressively increased his role in educating and helping families with the non-financial aspects of preserving assets and family unity across generations. Clint has a BBA in accounting and finance from Tarleton State University and an MBA from Texas Christian University.

Recent posts by Clint Haggard

3 min read

The Cost of Internal Team vs. Outsourcing Financial Administration

By Clint Haggard on Feb 3, 2021 11:57:27 AM

As your business grows, your financial administration needs become more complex. From organizing and filing taxes to managing document storage to making sure bills are paid on time, it can become too much alone. Eventually, you find yourself doing a juggling act — running the company and managing the finances (even if there are some things you may be missing).

3 min read

7 Tips for Opening Up to Young Adult Children About Family Wealth

By Clint Haggard on Oct 29, 2020 11:30:50 AM

It’s hard to know when to open up to your kids about family assets and wealth. At some point, you probably plan on leaving them the assets you’ve worked so hard for. As a parent considering the next steps for your private wealth, you may be thinking: