Privus Financial LLC

Overview

Privus Financial, LLC presents itself as a single source for integrated wealth and financial services. Its model connects investment, tax, accounting, insurance, estate, banking, governance, and charitable planning work.¹

History

The firm’s current Form ADV reports that Privus Financial, LLC was formed on November 10, 2017. The filing is dated March 31, 2026, and identifies the firm by CRD number 291495.²

Timeline

1. 2017The firm’s current Form ADV reports that Privus Financial, LLC was formed on November 10, 2017.
2. 2026The filing is dated March 31, 2026, and identifies the firm by CRD number 291495.

Leadership

Teresa Donne Gast is an investment adviser representative of Privus Financial, LLC in Texas. Her IAPD report lists a Series 65 qualification and shows her association with Privus Financial from December 2017 to the present.³

Services

Privus Financial lists wealth management, real estate investments, alternative investments, legal advisory, insurance solutions, estate and tax optimization, accounting and tax preparation, private banking, family governance, and philanthropic services.¹

The firm’s integrated service model connects investment management with tax, accounting, insurance, estate, banking, governance, and charitable planning.¹

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments

Client Focus

The firm’s Form ADV brochure identifies individuals, high-net-worth individuals, pension plans, profit-sharing plans, pension consulting relationships, and other clients among its client categories.²

Approach

Privus Financial describes its approach through family relationships, coordinated execution, and tailored care for modern financial demands.¹

Assets

The Form ADV reports approximately $173,000,000 in securities-related assets as of the March 31, 2026 filing.²

FAQs

Related resources

• LocationMultifamily offices in Texas

  The Texas multifamily office directory gives a regional starting point for comparing firms that serve wealthy families and business owners. It can help readers consider how Privus Financial's investment management, tax planning, risk and insurance, and family governance services fit within the broader Texas market.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com offers guides on capital gains tax and planning considerations for investment sales. These resources may help a family or business owner prepare questions about tax planning alongside investment management, private and alternative investments, philanthropy, and decisions about when to realize gains.

• GuideHow to choose a multifamily office

  The guide on choosing a multifamily office outlines questions about services, client fit, investment approach, and family support. Readers can use those questions when assessing whether Privus Financial's work in investment management, tax planning, family education, governance, risk, and insurance matches their household's needs.

• GuideWhen does a family need its own office

  This page explains circumstances that may lead a family to consider its own office, including complexity, shared decision making, and multigenerational planning needs. It can help families think about whether services such as governance, education, philanthropy, risk planning, and investment oversight warrant a dedicated structure.

• Similar firmsLegacy Knight MFO, LLC
  Lifetime Wealth Management, P.C.
  Acropolis Capital Partners

  Profiles for Legacy Knight MFO, LLC, Lifetime Wealth Management, P.C., and Acropolis Capital Partners provide additional points of comparison on MultifamilyOffices.com. Reviewing these firms alongside Privus Financial may help readers frame questions about investment management, family services, tax planning, philanthropy, and private investments.

Sources

1. Privus Financial
2. Privus Financial Form ADV, dated March 31, 2026
3. Teresa Donne Gast IAPD report

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.