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Empowering Prosperity

A Boutique Multi-Family Office

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

Market Experience

Insights - News & Market Perspectives

04.03.25

Market Perspectives — March 2025

Uncertainty plagues markets again in March.

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03.11.25

Market Perspectives — Trade Uncertainties & Markets March 2025

Turtle Creek's Market Perspectives on the Trade Uncertainties and Markets.

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03.10.25

Market Perspectives — Capital Market Update March 2025

Turtle Creek Weekly Capital Market Update as of March 10, 2025

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03.04.25

Market Perspectives — February 2025

Economic growth scare drives equity markets lower in February.

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03.03.25

Market Update — CTA Filing Enforcement Suspended

The Treasury Department suspends enforcement of Corporate Transparency Act.  Click below to read more on the recent developments.

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02.20.25

Market Update — CTA Filing Obligations Restored

FinCEN has extended the deadline to March 21, 2025.  Click below to read more on the recent developments.

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