OUR TEAMEstate Management

Families want their estate to pass to their chosen heirs in a way that they want… at the time that they want. They want to minimize tax liability… minimize the burden of probate… and minimize possible tensions between heirs. Some heirs have special needs. Some families have legacy and charity interests to fulfill. An estate expert on the team does estate assessments and action plans as family needs flex… or estate laws change. They work with the Family Officer to keep all the estate liability and transfer issues in order so that the family’s interests have the best chance of being fulfilled.

John W. Mahoney

John W. Mahoney, Attorney at Law serves as our team expert in Estate and Business Planning. In his 35+ year legal career, John has served publicly traded and privately held companies, partnerships and other entities regarding corporate law, securities law, management and business operations. In his private practice, he has served the needs of clients in the areas of estate planning, probate, securities, civil litigation and corporate transactional matters. John began his career as an Assistant Prosecuting Attorney in the State of Missouri. His government service includes having been an Assistant County Attorney for Harris County, Texas and General Counsel to the Harris County Sheriff. He is licensed to practice law in the states of Missouri and Texas.

John obtained a B. A. degree, cum laude, in political science and economics from the University of Central Missouri (formerly Central Missouri State University) in 1976 and a J. D. degree from the University of Tulsa in 1979, where he was a member of the Order of Barristers and the Moot Court Board. He is a member of the State Bar of Texas, the Missouri Bar Association and was a member (1989-1995), and President (1991-1992), of the Cypress-Fairbanks Independent School District Board of Trustees in Houston, Texas.