True North Advisors

True North Advisors Wealth-Advisory and Multi-Family Office

True North Advisors is a privately-owned Multi-Family Office serving families, business owners and entrepreneurs with the highest level of service since 2000.

Purpose is the foundation of how we serve. It defines how we show up.We view our role as stewards, entrusted with helpin...
06/15/2026

Purpose is the foundation of how we serve. It defines how we show up.

We view our role as stewards, entrusted with helping families navigate complexity, protect what they’ve built, and make confident decisions across life’s most important moments.

Every enhancement we make, every capability we deepen, and every conversation we have is guided by a single purpose: to serve with intention, humility, and long-term perspective in support of fulfilling lives.

Fulfilling Lives™ is our purpose in action.

Learn more about our purpose and vision at https://youtu.be/h76j_6hK_b8?si=JA1pusJ0qI5NHQhc

When SpaceX was still years away from any public market debut, we were already there.In 2019, True North gained exposure...
06/12/2026

When SpaceX was still years away from any public market debut, we were already there.

In 2019, True North gained exposure to SpaceX through two of our private markets strategies — Global Private Strategies (GPS) and our Private Opportunities fund series. That access came through a specialized private markets manager we identified well before SpaceX became a household name in the investment world.

Today, as SpaceX moves toward one of the most anticipated IPOs in history at a valuation approaching $1.7 trillion, our clients have already participated in a meaningful part of that journey.

This is exactly why we believe in private markets. In our experience, the most innovative companies of our time often create the majority of their value long before a public listing. By partnering with niche managers and pursuing differentiated, hard-to-reach opportunities, we seek to position client portfolios for stronger long-term compounding — including growth that public markets alone may not fully capture.

Our CIO, Dhruv Maniktala, joined Bloomberg TV to share his perspective on the publicly traded shares and what comes next for SpaceX. We encourage you to take a few minutes to watch.

Watch here: https://www.bloomberg.com/news/videos/2026-06-12/the-bull-and-bear-case-for-spacex-video

The conversation around AI is moving fast. The question isn't just where it's going...it's who you trust to navigate it....
06/10/2026

The conversation around AI is moving fast. The question isn't just where it's going...it's who you trust to navigate it.

Last week, Deputy CIO, Brian Heider, and Managing Director of Family Wealth, Missy Lucas, were in Boston for Glasswing Ventures' 2026 Annual Summit at MIT's Media Lab. Over 240 members of their ecosystem gathered to explore the real impact of AI and frontier tech on enterprise organizations, including the opportunities agentic AI is unlocking and the security risks that come with it.

At True North, our clients benefit from an in-house investment team that goes beyond traditional wealth management, as they're actively sourcing, vetting, and monitoring relationships like Glasswing across private markets.

We began allocating to Glasswing before AI went mainstream. Moments like this are part of how we stay close to the managers we trust with client capital and reaffirm why that conviction was well-placed.

Last week, Jamil McNeal, CFA®, CAIA®, True North's Director of Investments – Private Markets, attended the Edison Partne...
06/08/2026

Last week, Jamil McNeal, CFA®, CAIA®, True North's Director of Investments – Private Markets, attended the Edison Partners Annual General Meeting in Nashville.

We've invested with Edison across successive private alternative vintages, not because they're the most marketed name in growth equity, but because they've earned it.

Jamil captured what made the event resonate:

"The central theme was disciplined growth investing during a period of major technological transition. Edison believes durable outcomes still depend on pricing discipline, capital efficiency, retention, ex*****on, and operational excellence."

That's the kind of manager our in-house investment team looks for. Smaller. Institutional. Focused. Operating where the inefficiency premium still exists.
It's not about access to alternatives. It's about the right alternatives, built into portfolios with purpose.

To learn more about our in-house investment platform, visit https://westernalternativestrategies.com/solutions/

We were proud to support the Aledo Education Foundation's Bearcats & Boots annual fundraiser as a flower sponsor for thi...
05/22/2026

We were proud to support the Aledo Education Foundation's Bearcats & Boots annual fundraiser as a flower sponsor for this year's event.

As long-time residents of the Fort Worth and Aledo area, Senior Wealth Manager and Partner Zak Kuhlman and his wife have a deep and personal connection to this community, and a genuine commitment to seeing it thrive.

"We believe that investing in education is investing in the future of the communities we call home. Sponsoring the flowers for the Aledo Education Foundation's Bearcats & Boots event was a small way for us to show our appreciation for everything the AEF does to support Aledo students and families."
— Zak Kuhlman, Senior Wealth Manager & Partner, True North Advisors | Fort Worth

The Aledo Education Foundation plays a vital role in bridging the gap between available resources and the real needs of AISD students and teachers. Last year's Bearcats & Boots event raised over $150,000 to support those needs across the district, a testament to what this community can accomplish when it comes together.

🔗 Learn more: https://www.aledoef.org/events-copy

05/19/2026

In an industry shaped by consolidation, Frank Swingle chose a different path.

In this episode of Decision Points, Frank Swingle reflects on the discipline, conviction, and long-term thinking behind building Swingle Collins & Associates into one of the leading independent brokerage firms in North Texas.

A thoughtful conversation on ownership, leadership, culture, and why enduring businesses are built through consistent ex*****on and aligned incentives over time.

🎧 Listen to the full episode https://bit.ly/4uPNN2B
📺 Watch the full episode https://www.youtube.com/watch?v=PrJngg9aOa8&feature=youtu.be

Last week, our Chief Operating Officer, Chris Pate, joined real estate industry leaders on stage at Automatic Dallas.Chr...
05/07/2026

Last week, our Chief Operating Officer, Chris Pate, joined real estate industry leaders on stage at Automatic Dallas.

Chris participated on the panel "It's 4 o'clock: Do You Know Where Your Capital Is? The Current State of Private Equity" alongside Katie Grissom of Nuveen and Ray Washburne of Highland Park Village/Gillon Property Group. Conor Lalor of Newmark moderated.

A few themes that surfaced from the discussion:

→ Appetite is strong for quality retail in the right locations

→ The operator-capital relationship is evolving — alignment matters more than ever

→ Many allocators are under weight retail/mixed use and are starting to come back to the asset class

Thank you to the Automatic team for creating a forum where these conversations can occur!

Our own Matt Peden, CFA, Senior Director of Investments, was a featured speaker at the 4th Annual Alternatives in Wealth...
05/01/2026

Our own Matt Peden, CFA, Senior Director of Investments, was a featured speaker at the 4th Annual Alternatives in Wealth Management Forum in Dallas, presented by Institutional Investor in collaboration with CAIA Association.

Matt joined a panel discussion on a question at the top of every allocator's mind right now: "Are Alternative Assets in Liquid Vehicles All They Are Cracked Up to Be?"

With public market valuations at historic highs and more alternative strategies packaged in liquid wrappers than ever before, it's a question worth asking carefully. Structure, manager selection, and truly understanding what you're getting, and giving up, matter enormously.

Matt brings over three decades of investment experience across public and private markets to conversations like these, and we're grateful he's bringing that perspective to the broader wealth management community.

Learn more about Matt and our investment philosophy at https://truenorthadvisors.com/what-we-do/investments/?utm_campaign=Client+Experience+Campaign&utm_content=1777666722&utm_medium=True+North+Advisors&utm_source=facebook

Last week, Jeff Welday, Chief Development Officer of Alternative Investments at True North, returned to Baylor Universit...
04/28/2026

Last week, Jeff Welday, Chief Development Officer of Alternative Investments at True North, returned to Baylor University to speak with students at the Hankamer School of Business.

Engaging with upper-level students in leadership, business ethics, and crisis management, Jeff shared perspectives shaped by decades of experience across financial services and the C-suite—grounded in the realities of decision-making, accountability, and long-term stewardship.

His message centered on leading with purpose, navigating complexity with integrity, and making decisions that endure beyond the moment.

As Jeff reflected:
“The global business community needs Baylor University and the purpose-driven leaders it produces. It’s an honor and a privilege to play a small part in helping shape, develop, and inform these students as they prepare to lead in their chosen career paths.”

At True North, investing in the next generation of leaders is an extension of our purpose, Fulfilling Lives™, and a reflection of the responsibility we carry as stewards of both capital and community.

Address

3131 Turtle Creek Boulevard
Dallas, TX
75219

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12143607300

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