Our Firm

Knowledge. Trust. Relationships.


The Forrest Group, LLC provides estate planning in Houston, Texas, that primarily focuses on privately held business owners, high net worth individuals, and affluent families. Our firm specializes in wealth transfer and business succession planning. We address problems common to the transfer of wealth, lifestyles and financial security to future generations. We assist our clients in obtaining the peace of mind they desire through our objective driven process.


Our interest is helping clients achieve the following objectives:

  • Protect their assets from excessive tax burdens and potential undesirable future creditors.
  • Pass on their hard earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy intended.
  • Ensure that the client’s desires for charitable giving are crystallized and enabled to be continued for future generations.