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
08.06.25
Market Perspectives — July 2025
Markets rally in July on improving trade sentiment, strong Q2 corporate earnings, and optimism over the passage of the Big Beautiful Bill.
07.03.25
Market Perspectives — June 2025
Stocks continue to rally in June as trade optimism and lower interest rates fuel investor sentiment.
06.11.25
David Spika discusses ongoing tariff negotiations and the volatile interest rate environment on “The Claman Countdown”
Our Chief Market Strategist, David Spika, joins The Claman Countdown on Fox Business with Cheryl Casone to discuss the impact of ongoing tariff negotiations, and how the volatile interest rate environment can affect Fixed Income performance. Click to watch
04.22.25
David Spika discusses the need for clarity around tariffs on “Power Lunch”
Our Chief Market Strategist, David Spika, joins Kelly Evans and Jon Fortt on CNBC's “Power Lunch” to discuss the need for clarity around tariffs to help avoid a potential recession. Click to Watch
04.07.25
Market Perspectives — Tariff Update April 7, 2025
Markets fall precipitously after being surprised by the extent of the new tariffs.
