5th Annual Fort Worth Investment Symposium
The annual event delivered candid dialogue, diverse perspectives, and strategic insight across five curated forums.
Independent Wealth-Advisory and Multi‑Family Office
Founded in 2000, True North Advisors is a privately held multi-family office and wealth management business serving business owners, entrepreneurs, and families with comprehensive wealth planning, investment management, and transaction advisory services. The firm also oversees Western Alternative Strategies, a growing institutional alternative investment platform. As of June 30, 2025, True North manages over $5.1B1 in AUM. We have offices located throughout Texas, including Austin, Dallas, Fort Worth, and Kerrville, with additional locations in Danville and Los Angeles, CA and New York City Metro.
Guided by values
Guided by trust
Guided by expertise
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.
$5.4B+1
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.
$1.033B+2
in Alternative Public & Private Market Investments
250+
Private/Alternative Investment Opportunities Vetted Annually
Investment Philosophy
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.
1400
Investment Reviews Annually
130
Cumulative Years in Private Investment Experience
115
Tailored Investment Strategies
32
Countries Represented in Investment Portfolio
Global Scale & Expertise
We provide our clients access to institutional services & private investments to build diversified portfolios across various asset classes.
Delivering a focused advisory approach with an entrepreneurial edge.
News & Insights
12.09.2025
Recap: 5th Annual Fort Worth Investment Symposium
This year’s Fort Worth Investment Symposium convened an exceptional assembly of investors and operators across the private and public markets. Held at the Bowie House, Auberge Resorts Collection in Fort Worth’s Cultural District, the fifth edition of the event delivered candid dialogue, diverse perspectives, and strategic insight across five curated forums.