Badii Group Private Wealth Management

Overview

Badii Group Private Wealth Management is based in Southlake, Texas.¹ Securities and advisory services are provided through Independent Financial Group, LLC, which the website identifies as a registered investment adviser and FINRA and SIPC member.¹ The website describes Badii Group, LLC and Independent Financial Group as unaffiliated companies.¹ SEC and IAPD records identify Badii Group Private Wealth Management and Badii Group, LLC as names used in marketing securities and advisory services.²

History

The firm says it began in 2018.¹ SEC and IAPD records show an August 1, 2018 start date for Badii Group Private Wealth Management and a September 4, 2018 start date for Badii Group, LLC.²

Leadership

Kirk K. Badii serves as Managing Partner.¹ Before establishing the firm, his career included eight years at UBS Private Wealth Management and Credit Suisse Private Bank.¹ His listed areas of focus are managing liquidity events, transferring wealth and developing tax aware investment strategies.¹

Tristan A. King is Senior Associate.¹ He began his career as a Financial Advisor at Morgan Stanley.¹ His responsibilities at Badii Group include adjusting portfolios, preparing performance information, maintaining accounts and working with banking partners.¹

Services

The firm offers investment management, retirement planning, 401(k) rollovers, Roth IRA conversions, estate and succession planning, tax planning, lending, concentrated stock risk management, philanthropy, charitable giving and financial second opinions.³ Its planning process links investment decisions with retirement income, taxes, estate plans, borrowing needs and legacy objectives.³

Badii Group says it works with clients’ certified public accountants, estate attorneys and other advisers.¹ The firm states that tax and legal advice are outside its own services.¹

For single family offices and multi family offices, the firm describes support involving investments, risk review, portfolio improvement, asset protection and preserving wealth over time.⁴ The investment scope includes equities, fixed income, private equity and alternative assets.⁴ The firm says it may advise a family office Chief Investment Officer or manage the full portfolio, according to the family’s needs.⁴

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

The firm says it works with families that have built, sold or inherited wealth, along with business owners, professionals and clients experiencing major liquidity events.¹ Its typical clients also include high net worth individuals and families, small business owners, executives receiving equity compensation, multigenerational families and people dealing with retirement, divorce or sudden wealth.⁵ The firm emphasizes individual attention and says it does not seek a large client base.⁵

Investment philosophy and approach

The firm says its goal based process coordinates investing with retirement income, tax planning, estate strategy, lending and legacy goals.³ For family offices, it describes work across public and private assets, risk review, portfolio improvement, asset protection and long term wealth preservation.⁴

FAQs

Related resources

• LocationMultifamily offices in Texas

  This directory helps Texas families and business owners compare wealth management options by region and service focus. It can provide a starting point for reviewing firms that address investments, tax planning, estate matters, insurance, retirement needs and private investments.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts and related estate decisions. A family considering Badii Group can use these materials to frame questions about transferring wealth, coordinating tax planning with estate structures, and preparing for major changes in ownership or family circumstances.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family owned companies. Business owners can use it to identify governance and succession questions, then consider how investment management, risk planning, philanthropy and estate planning may fit alongside company decisions and family priorities.

• GuideThe annual MFO review

  The annual MFO review provides a broader view of how multifamily offices and related advisory practices are presented on this site. Readers can use it to compare service categories, client focus and regional context when assessing options for complex family or business finances.

• Similar firmsLifetime Wealth Management, P.C.
  Acropolis Capital Partners
  Benzer Capital

  Profiles for Lifetime Wealth Management, P.C., Acropolis Capital Partners and Benzer Capital offer additional points of comparison within this site. Reviewing their stated services and client focus can help a family or business owner clarify which questions to ask about investments, retirement, estate planning and risk management.

Sources

1. Badii Group homepage , accessed 2026-10-23.
2. SEC/IAPD Registration and Employment History and [SEC/IAPD User Guidance](https://reports.adviserinfo.sec.gov/reports/individual/individual_6249360.pdf), accessed 2026-10-23.
3. Badii Group services , accessed 2026-10-23.
4. Badii Group family office solutions , accessed 2026-10-23.
5. Badii Group FAQ , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.