Badii Group Private Wealth Management

Investment ManagementTexas, United States2-10 Employees

The Badii Group guides entrepreneurs and wealthy families through strategic and financial life-changing exits of their privately held companies. We specifically focus on liquidity events, business sales, mergers & acquisitions, and other successful exit strategies.

We work with a select group of ultra-high-net-worth clients. Our role is to truly understand our clients' needs, then to utilize the world's greatest financial resources in making investment recommendations. Our goal is to provide clients with the highest level of service and attention while maintaining absolute discretion throughout all aspects of the relationship. 

We have extensive experience working with ultra-high-net-worth clients and through this experience, we have come to understand that each client is unique and requires a customized plan.

The Badii Group’s areas of specialty include:
•Pre- and post-sale liquidity event management – business sale, and dividend recapitalization
•Wealth planning, preservation, and philanthropy

Feel free to email us at kirk@badiigroup.com or call us at +1-310-846-8362 to schedule a 15 minute introductory call.




Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Badii Group, LLC and IFG are unaffiliated entities.

For a list of states in which we are registered to do business, please visit https://badiigroup.com/

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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