Dallas, TX
Wealth Planning and Private Investments in Dallas, TX
Dallas has become the epicenter of Y'all Street and is now home to one of the largest concentrations of financial services talent in the country. True North has been headquartered right in the middle of it for more than 26 years, building around a simple idea: Fulfilling Lives. That means helping business owners and entrepreneurs navigate liquidity events and transitions, and helping multigenerational families preserve what they've built, always in service of what a family actually wants, not just what the balance sheet says. Today, that approach has grown into a firm managing $5.86B+ in assets across five offices, never losing sight of what brought us here in the first place.
View Capabilities DeckPreserve What Matters. Build What’s Next.
We help families clarify purpose, navigate governance, facilitate meaningful conversations, and thoughtfully address the human dynamics that accompany significant wealth.
- 26 Years in Business
- $5.8B+* Assets Under Management
- 5 Offices
Our Core Solutions
Dallas is home to a concentration of significant wealth that continues to expand each year. Our largest team operates from this office, centrally located to support True North clients not just across Texas, but across the country. That scale doesn't change how we work with any one family; it just means more depth is available when your situation calls for it, whether that's a complex estate structure, a business transition, or access to Western Alternative Strategies, our institutional-grade alternatives platform.
Who We Work With
We partner with individuals and families navigating significant financial complexity, often including business owners approaching a transition, multigenerational families managing wealth across several trusts and entities, or those simply seeking a more coordinated approach to planning and investing. Our advisory relationships typically begin with $5 million or more in investable assets, enabling the depth of planning, access, and ongoing support our clients value.
If that sounds like where you are, we'd welcome the conversation.
The people driving True North’s vision forward.
Our team brings seasoned perspective and a shared commitment to serving families with humility, follow-through, and genuine respect for what’s at stake. We help make tomorrow’s decisions today.
