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.
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.
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.
Insights - News & Market Perspectives
07.03.24
U.S. Equity Markets finish first half strong as Magnificent 7 stocks continue to drive performance.
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06.28.24
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
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06.13.24
Following the recent United States Supreme Court decision in Connelly v. United States, owners of private companies could face unexpected and negative estate tax consequences if the companies have life insurance on the business owner’s life to fund a company purchase of...
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06.05.24
Stocks and bonds rally as weak economic data and dovish Fed commentary cause renewed optimism in a 2024 Fed rate cut and a decline in longer-term interest rates.
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05.09.24
Bearish re-pricing of Fed rate cuts puts a halt to stock market rally.
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04.03.24
Rising confidence in a June Fed rate cut drives markets higher in March.
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