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
09.04.24
Market Perspectives — August 2024
Soft landing optimism allows stocks to erase early August meltdown.
08.14.24
Market Perspectives — July 2024
Rotation out of Magnificent 7 causes stock market volatility in July.
08.13.24
David Spika discusses the markets, the Fed and earnings on CNBC’s “Power Lunch”
Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC with Mike Santoli to discuss the markets, the Fed and earnings. Click to Watch
07.03.24
Market Perspectives — June 2024
U.S. Equity Markets finish first half strong as Magnificent 7 stocks continue to drive performance.
06.28.24
David Spika discusses his outlook for the second half of 2024 on “Power Lunch”
Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC to discuss the markets and his outlook for the rest of the year. Click to Watch
