We help families and business owners across the Highland Lakes protect what they've built — with custom trusts, asset-protection structures, and estate plans built to last generations.
CMS Global Ventures helps Hill Country families, lake-home owners, and business owners build the structures that keep their assets private, their wishes clear, and their families out of probate court. We've spent fifteen years learning what works when life gets complicated — and we build plans designed for that exact moment.
Whether you're protecting a lake house on Lake LBJ, a ranch in Llano County, or a business you've spent decades building, the right plan keeps your name out of public records, your assets out of court, and your family in control.
Most clients use three or four of these services together. We build them as a single, coordinated plan — not a stack of separate documents.
A complete plan for how your wealth and wishes pass to the next generation.
A revocable trust that keeps your estate private, fast, and out of probate.
Maximum protection — your assets are legally separated from you for life.
Trust-based structures that protect business owners — and their businesses.
Layered legal structures that put a wall between you and future claims.
A simple, signed document that names your guardians, executors, and beneficiaries.
Step-by-step help navigating Texas probate after a loved one's passing.
Naming someone you trust to act for you if you cannot act for yourself.
Plus business succession, healthcare directives, and more.
Tell us your situation. We'll tell you what we'd build — and what it costs.
Estate planning, asset protection, and business trusts share more than they differ. We build them as parts of the same plan.
A complete plan — trusts, wills, powers of attorney, advance directives — that tells your family and the courts exactly what should happen, on your terms.
Layered trust and entity structures that keep your home, your business, and your savings beyond the reach of lawsuits and future claims.
Trust-based structures that hold your LLC interests, protect your business assets, and pass ownership cleanly to the next generation.
From first conversation to signed binder, every step is planned, transparent, and quoted up front.
A focused 30-minute conversation to understand your family, your assets, and what you want your plan to do. No pressure, no obligation.
We map out the right structure for your situation — which trusts, which entities, which documents — and walk you through it before we draft anything.
Custom-drafted documents tailored to your plan. Reviewed in plain English with you before signing.
We retitle your assets into the trust — the step most plans skip — and stay with you for the lifetime of the plan.
We're based in Granite Shoals — and we serve families from Lake LBJ to Lake Travis. Click your town for local details.
We're not the biggest. We're not in Austin. We're not chasing volume. We're a Hill Country trust services firm built around a small number of clients we serve really well — for years, not transactions.
Local to Granite Shoals. We know Burnet County, Llano County, and the lake communities better than anyone you could hire out of Austin.
We don't build one-time plans. We build structures that work for your kids and your grandkids — and we review them every few years.
Flat fees, plain English, no surprises. You'll know what you're paying — and what you're getting — before we draft a single document.
Every conversation starts free. We'd rather earn your trust over coffee than charge you to find out if we're a fit.
The questions we hear most often from new clients. If yours isn't here, the answer is one phone call away.
A business trust is a legal structure that holds business assets — typically your LLC membership interests, equipment, or real estate — inside a trust. It separates the assets from your personal name, shields them from personal creditors, and gives you a built-in succession plan if you become incapacitated or pass away. In Texas, we usually build business trusts using a combination of the Texas Trust Code and the Texas Business Organizations Code — a flexible structure that works alongside your existing LLC.
A will only takes effect after you pass away — and it has to be probated in court before anything can be distributed. A trust takes effect the moment you sign it, works during your lifetime if you become incapacitated, and transfers assets to your beneficiaries privately and immediately when you die. For most Texas families with real property, retirement accounts, or a business, a trust does what a will alone cannot.
Yes. Estate planning isn't about being rich — it's about being prepared. If you have minor children, you need a will to name their guardians. If you own a home, you need a plan to keep it out of probate. If you have an opinion about what should happen if you're incapacitated, you need durable powers of attorney. The right plan for a $200,000 estate looks different from the right plan for a $2 million estate, but both households need one.
A typical trust-based estate plan takes three to five weeks from your initial consultation to signed, funded documents. Step one is the consultation. Step two is plan design and document drafting (about two weeks). Step three is the signing meeting. Step four — the one most plans skip — is funding, where we retitle your assets into the trust. We don't consider a plan complete until that's done.
No. Granite Shoals is our home base, but we serve clients across the entire Highland Lakes and Texas Hill Country region — Marble Falls, Horseshoe Bay, Kingsland, Llano, Burnet, Spicewood, Cottonwood Shores, Lakeway, Bee Cave, Lago Vista, and Austin. If you live anywhere in the area, we can build your plan.
Pricing depends on the plan you actually need — a simple will is not the same as a trust-based plan with asset protection layers. We use transparent flat fees, not hourly billing, so you'll know the full cost before you decide to move forward. Every initial consultation is free, and you'll leave it knowing exactly what's recommended and what it costs.
Real words from families and business owners across the Texas Hill Country who've built their plans with us.
“We'd been putting off estate planning for years because the Austin firms we'd talked to all felt like they were billing us by the minute. CMS Global Ventures was the opposite — flat fee, plain English, and they actually drove out to our place on Lake LBJ to do the signing. Our living trust was finished in under a month and our lake house is finally titled correctly. Wish we'd done this ten years ago.”
“Our daughter just had her first baby and we realized we'd never updated our wills or named guardians. We came in expecting a sales pitch and got a real conversation instead. They walked us through what we actually needed (not what would maximize their fee), built us a complete plan with a trust, wills, and powers of attorney, and answered every question we had. Professional from start to finish.”
“Our family has been ranching in Llano County for four generations and the last thing we wanted was to lose the land to probate or estate taxes when my time comes. CMS Global Ventures structured a business trust that holds the ranch and the LLC, set up clear succession terms with my kids, and made the whole thing private. They understood ranching, they understood Texas, and they got it done.”
Tell us a little about your situation and we'll be in touch within one business day. Every consultation is free and confidential.
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