To ensure we can deliver the depth of service our clients expect, we typically work with individuals and families who have $5 million or more in investable assets.
Who We Are
True North is a multi-family office and private wealth advisory firm serving business owners, entrepreneurs, and families who seek a strategic, long-term partner to help preserve what matters and build what’s next. Since 2000, we've walked alongside our clients helping them to navigate life’s most pivotal moments.
Different By Design.
True North was not built to mirror the industry. It was built to rethink it.
Our founders set out to build an enterprise defined by a unified team of expertise, conflict-free counsel, and true scalability. An enterprise where insight compounds through collaboration, and relationships endure beyond any one individual.
That design continues to shape the capabilities and differentiators that define True North today.
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Unified Team
Our team works collaboratively across disciplines, ensuring your plan, portfolio, and long-term goals remain aligned as life evolves.
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Built without Bias
Our platform is deliberately open, allowing us to source, negotiate, and structure the best possible solutions for clients and families.
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Entrepreneurial DNA
Our ownership mindset gives us a practical, long-term perspective when advising founders, operators, and families navigating growth and transition.
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An Intelligent Infrastructure
Everything is integrated: data, reporting, technology, and decision-making. That means fewer silos, clearer visibility, and a more seamless client experience where your financial life moves together, not in pieces.
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Purpose-Driven Investing
Our investment solutions reflect a more intentional approach to investing. Every decision is grounded in alignment, structure, and what best serves our clients over time.
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Invested With You™
Our team, including our company retirement plan, is personally invested in the same investment strategies and solutions that we offer our clients and their families; we only prosper if you do.