Profile: Alison Comstock Moss
Current Position: Chairman & Chief Executive Officer
Company: Paul Comstock Partners
Education: Bachelor of Arts, Brigham Young University
Location: Houston, TX
LinkedIn Profile: [Alison Comstock Moss](https://www.linkedin.com/in/alisoncomstockmoss)
Professional Responsibilities and Expertise
As the Chairman and CEO of Paul Comstock Partners, Alison Comstock Moss plays a pivotal role in the company's leadership. Her primary responsibilities include:
- Leadership of Managing Director Board: Provides overarching guidance and direction.
- Client Service and Business Development: Focuses on delivering personalized wealth strategies and portfolio management solutions tailored to individual client needs.
- Wealth Succession Planning: Works directly with families, closely held businesses, family offices, and charitable organizations to ensure effective capital preservation across generations.
Specialized Expertise
Ms. Moss is specialized in:
- Strategic Planning: Advising on the organization and structuring of family and non-profit assets to meet the needs of multiple beneficiaries.
- Investment Vehicles: Utilizing instruments like generation-spanning trusts, private investment companies, charitable split-interest trusts, private foundations, and publicly supported non-profit corporations.
- Beneficiary Empowerment: Engages in initiatives such as Beneficiary Boot Camp and Empowering Beneficiaries, LLC, to prepare the next generation for responsible wealth management.
Recognition and Contributions
- Worth Magazine: Paul Comstock Partners, under Ms. Moss's leadership, was recognized as one of the 2024 Leading Advisors.
- Speaking Engagements: Frequently speaks at national conferences and local chapters of prominent organizations, including PPC, YPO, WPO, and L3.
- Dean of Family Sustainability and Empowerment: Associated with the Purposeful Planning Institute.
Community Engagement
- Local Involvement: Leads a Girl Scout Troop and volunteers in refugee settlement.
- Advisory Roles: Served on the boards of the Planned Giving Council of Houston and the River Oaks Chamber Orchestra (ROCO). Also involved with Child Advocates and adoption advocacy.
Notable Achievements
- Publications and Media: Quoted in leading publications like The New York Times.
- Program Initiatives: Launched beneficiary training programs to educate inheritors about wealth management.
Contact Information
- Phone: (713) 977-2694
- Company Address: 1177 West Loop South, Suite 1500, Houston, TX 77027
- Email: [inquiry@paulcomstockpartners.com](mailto:inquiry@paulcomstockpartners.com)
- Website: [Paul Comstock Partners](https://paulcomstockpartners.com)
By maintaining a clear focus on client service, business development, and family wealth planning, Alison Comstock Moss underscores her role as a trusted advisor in the wealth management industry.
