Dallas office waiting space

Independent Wealth-Advisory and Multi-Family Office

True North Advisors mosaic square

Guided by discipline

True North Advisors mosaic square

Guided by innovation

True North Advisors mosaic square

Guided by transparency

True North Advisors is a privately-owned Multi-Family Office serving families, business owners and entrepreneurs with the highest level of service since 2000. We thoughtfully deliver integrated wealth, planning, investment, and alternative solutions that create multi-generational portfolio longevity.

Entrepreneurial at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation.

Fulfilling Lives since 2000

$2.9B1

Assets Under Management

164

Cumulative Years of Wealth Planning & Advisement

Focused Wealth

We serve as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.

$1.0B+2

in Alternative Public & Private Market Investments

250+

Private/Alternative Investment Opportunities Vetted Annually

Investment Philosphy

Our investment approach is proactive; not reactive. Adding the right public and private investments to portfolios results in higher returns and lower volatility over time.

Global Scale & Expertise

Access to Institutional Services & Investments

1400

Investment Reviews Annually

130

Cumulative Years in Private Investment Experience

115

Tailored Investment Strategies

32

Countries Represented in Investment Portfolio

Delivering a focused advisory approach with an entrepreneurial edge.

News & Insights

True North Ranked #6 in Dallas Business Journal's Book of Lists for Top Wealth Management Firms