A Hill Country firm,
built around trust.
CMS Global Ventures is a Granite Shoals-based trust services and estate planning firm serving families and business owners across the Highland Lakes and Texas Hill Country.
Started with a simple idea.
That Texas families deserved trust and estate planning services built around them — not built around billing hours.
CMS Global Ventures was founded to bring real, sophisticated trust and estate planning services to Hill Country families who would otherwise have to drive into Austin to find them. We saw a gap — between the high-volume document-prep shops on one end and the big-firm hourly billers on the other — and we built our practice in that gap.
Fifteen years and over five hundred plans later, we still do it the same way: free first conversations, flat fees, plans designed to work the moment they're signed, and a long-term relationship with every client we take on.
We work with retirees protecting lake homes, business owners thinking about succession, ranching families passing land to the next generation, and young parents drafting their first wills. The plans look different. The principles don't.
Four principles. Every plan.
The convictions that shape how we work with every client and every plan we build.
Local first
We're not a national brand running templates from a call center. We live and work in the Hill Country and we know how planning works here — county by county, court by court.
Generational, not transactional
An estate plan isn't a one-time purchase. It's an evolving structure. We're with you for the life of the plan — updates, reviews, family changes.
Flat fees, plain English
We tell you the price before we build the plan. We tell you what the plan says before you sign it. We don't bill in six-minute increments.
Service-led
We say no when a service isn't right for you. We refer out when something is beyond our scope. We'd rather lose a sale than build the wrong plan.
Families, business owners, and the next generation.
- Highland Lakes homeowners and lake-house families
- Texas Hill Country ranching families passing land to heirs
- Business owners planning succession or asset protection
- Retirees and pre-retirees building a coordinated plan
- Young families drafting their first wills and guardianship designations
- Anyone who wants their assets protected and their wishes clear
Schedule Your Free Consultation
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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