Empowering Prosperity
A Boutique Multi-Family Office
Your family’s legacy is everything. Let’s build it together.
A multi-family Office
We want to earn the right to help build your family’s legacy. What’s important to you? How do you pass it on? Turtle Creek was founded by cornerstone families and has an experienced team that values integrity above all else.
We produce customized investment advisory, tax and estate planning and family office services.
Lasting Legacy
Wealth is complex. You need an experienced team to help simplify it.
A Guiding Path
You deserve advice from an experienced team. We believe it takes collaboration, intellect, and intentionality to serve your family. We go beyond managing your money so you can get back to what matters most.
Our Founding Families
Select opportunities to invest alongside our founding families.
A WEALTH OF EXPERIENCE
The Turtle Creek team works with some of the largest investors in Texas and, as a result, has extensive experience investing in oil and gas, healthcare, ranching, and real estate.
Market Experience
Insights - News & Market Perspectives
01.10.25
2024 Year In Review
Robust earnings growth and lower Fed Funds rates drive stocks to a second year of 20%+ gains.
01.09.25
David Spika discusses rising yields and their impact on CNBC’s “Power Lunch”
Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC with Kelly Evans to discuss rising yields, economic growth expectations and their impact on the stock market. Click to Watch
12.27.24
David Spika joins “The Claman Countdown” on Fox Business
Our Chief Market Strategist, David Spika, joins Taylor Riggs and “The Claman Countdown” on Fox Business to share his thoughts on the post-holiday market. Click to Watch
12.27.24
Market Update — CTA On Hold…Again
Fifth Circuit Court of Appeals Temporarily Suspends Corporate Transparency Act Filing Obligations Again.
12.26.24
Market Update — CTA Filing Obligations
The Fifth Circuit Court of Appeals reinstated the filing obligations under the Corporate Transparency Act. Please see our summary article on what this means for you.
12.04.24
Market Update — CTA Preliminary Injunction
A preliminary injunction of the Corporate Transparency Act and its regulations was issued by a federal district court yesterday in the Eastern District of Texas. Click the link below to see a summary of the injunction. If you are unfamiliar with the...
