True North Advisors

Fulfilling Lives™

Financial services in Fort Worth, TX (show on map)

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.

Call (817) 935-8220

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About

True North Advisors, founded in 2000, is a privately held multi-family office and wealth management business serving business owners, entrepreneurs, and families. The firm provides comprehensive wealth planning, investment management, and transaction advisory services, and oversees Western Alternative Strategies, a growing institutional alternative investment platform.

As of December 31, 2025, True North manages over $5.6B in assets under management across Texas, California, and New York, with offices in Austin, Dallas, Fort Worth, Kerrville, Danville, Los Angeles, and New York City Metro.

Independent Wealth-Advisory and Multi‑Family Office

Focus on Fulfilling Lives™

Proactive investment approach

Global scale and expertise

Services

Wealth Planning

Comprehensive wealth planning services for business owners, entrepreneurs, and families.

Strategic partnership for pre-transaction planning Personalized investment management Transaction advisory services

Investment Management

Proactive investment management across public and private markets.

Alternative public and private market investments Tailored investment strategies Global scale and expertise

Transaction Advisory

Guidance and advisory services for business owners and entrepreneurs during transactions.

Pre-transaction planning Strategic partnership for transaction success Post-transaction planning

Credentials & Certifications

CFA®

Since 2023

Certified Financial Planner™ (CFP®)

Since 2022

Frequently Asked Questions

What is True North Advisors' mission? +

True North Advisors' mission is Fulfilling Lives™, focusing on understanding clients' values, goals, and intentions to deliver tailored wealth planning, investment management, and transaction advisory services.

How does True North Advisors support career growth? +

True North Advisors invests in and develops team members' professional growth, offering comprehensive benefits, competitive salaries, telecommuting opportunities, volunteer time off, and internship programs for students.

What is the Pre-Transaction Planning solution? +

True North's Pre-Transaction Planning solution is a strategic partnership for business owners and entrepreneurs offering comprehensive planning across four key pillars of personal and professional lives, preparing them for a successful transaction.