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
10.03.25
Market Perspectives — September 2025
Fed rate cut fuels another positive month for stocks.
09.10.25
David Spika shares his thoughts on the equity market rally on CNBC’s “Power Lunch.”
Our Chief Market Strategist, David Spika, joins Dominic Chu on CNBC's "Power Lunch" to discuss his perspective on the current equity market including a look at recent earnings reports and consumer trends. Click to watch
09.03.25
Market Perspectives — August 2025
Positive trade headlines, strong second quarter corporate earnings, and expectations for September Fed Funds cut keep investors bullish in August.
08.13.25
Turtle Creek presents: Tariffs and Taxes
In this video, David Spika, our Chief Market Strategist, and Matt Kelley, our Tax Strategist, discuss today’s market environment and the key tax changes from the recent Big Beautiful Bill and what these changes could mean for you and your investments. Click...
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.
