True North Advisors

We are proud to announce that True North has once again been recognized by D Magazine as one of the Top Wealth Management Firms in North Texas. Additionally, Tara L. Scottino, CFP and Colin Bindner, CFP® have earned accolades as some of the Best Financial Planners in Dallas-Fort Worth for 2024. Check out the full list and more details at https://lnkd.in/gGdeXcfy

We are honored to announce that True North Advisors has been named one of America’s Top Registered Investment Advisory (RIA) Firms by Forbes. We extend our heartfelt gratitude to our clients and partners for their continued confidence in True North. This recognition inspires us to remain steadfast in our mission to create enduring value and meaningful outcomes for those we serve. View the complete list here: https://lnkd.in/gwwrNsi5

The Rise of Family Offices w/ Melissa Lucas YouTube: https://lnkd.in/gs_kq2k5 Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/g-YZ5iMM With nearly 30 years of experience, Missy offers a rare perspective on family wealth strategy, from navigating investment complexities to structuring family offices that preserve wealth for generations. 💡 What You’ll Learn: 🔹 The key questions families must ask before considering a family office 🔹 The role of an investor vs. an allocator — and why it matters 🔹 Tailored investment strategies for families with $20M to $100M in wealth 🔹 How to avoid common pitfalls in wealth management Missy’s thoughtful approach to family wealth challenges the status quo, offering practical guidance for those looking to build and sustain financial legacies. This is an essential listen for high-net-worth families, advisors, and those curious about the rise of family offices.

This year’s Fort Worth Investment Symposium brought together operators and investors for an unforgettable day of insights and discussion at the Bowie House, Auberge Resorts Collection in Fort Worth. From conversations on real estate and private equity and private credit, to navigating energy markets and even considering whether tail risk strategies are timely in late 2024, our speakers delivered thought-provoking perspectives to over 200 guests at our 4th annual symposium. Thank you to all who joined us, and see you next year! Bryan Sheffield Chris Powers Eliot Kerlin Tiffany K. Hagge Carlo Capua Brian Stewart Universa Investments L.P. Eliot Bencuya Max Lamont Zach Wiegert CFA Society Dallas/Fort Worth Chris Pate Dhruv Maniktala https://lnkd.in/gMiQSRJb

Selling your business is one of the biggest decisions you'll ever make. This week on Decision Points, we're joined by Oliver Cone, Senior VP at Bulkley Capital, who’s guided hundreds of business owners through successful exits. YouTube: https://lnkd.in/g3z2m57m Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/g2kMKwA8 From finding the right buyer to boosting your business's value, Oliver shares: ✔️ How to know the right time to sell ✔️ The key metrics buyers care about ✔️ Avoiding leadership blind spots ✔️ Succession planning for family-owned businesses Don’t miss this must-hear episode packed with expert strategies and actionable insights.

We sit down with Whit Roberts, legal expert and partner at O'Melveny & Myers LLP in Dallas, to discuss the evolving legal landscape and the keys to navigating business transitions. YouTube: https://lnkd.in/gHq2HeWu Apple: https://lnkd.in/gUAEQDwX Spotify: https://lnkd.in/gvG4DBA5 From founding O’Melveny’s corporate section in Texas to helping business owners prepare for major deals, Whit shares: ✔️ Best practices for selling a business ✔️ The importance of assembling a trusted team ✔️ How early preparation leads to success Whether you’re a business owner, entrepreneur, or just curious about the legal dynamics behind mergers and acquisitions, this episode is packed with actionable insights. #DecisionPoints #Podcast #BusinessTransitions #LegalExpertise #Entrepreneurship #WhitRoberts #OMelveny #Leadership #MergersAndAcquisitions

This week on Decision Points, we sit down with Brandt Bowden, CEO of Hanover Company, to dive into his journey of transforming a family-owned real estate business into a billion-dollar enterprise. YouTube: https://lnkd.in/g4CYwqQq Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gC-7UT-h From humble beginnings to becoming a leader in the multifamily and industrial real estate sectors, Brandt shares key insights on navigating family business dynamics, making strategic decisions, and the power of communication in leadership. Tune in to hear Brandt’s incredible story. #DecisionPoints #Podcast #Leadership #RealEstate #FamilyBusiness #BrandtBowden #HanoverCompany #Innovation

From Family Roots to Industry Leader w/ Britt Fair, President of Fair Texas Title YouTube: https://lnkd.in/gTdc-qRh Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gPb-5tnj Join us as we dive into Britt’s transformative journey in the title insurance industry. From growing up in a family immersed in the business to navigating the challenges of selling his family company and forging a new path, Britt’s story is one of resilience and vision. In this episode, you'll discover: - The current state of the title insurance market - Insights into residential vs. commercial transactions - Britt’s personal and professional milestones - The importance of prioritizing employees and preserving company culture Tune in to hear Britt’s inspiring journey. #DecisionPoints #Podcast #BrittFair #TitleInsurance #Leadership #RealEstate

Join us for an exclusive deep dive with retail legend Crawford Brock, owner of Dallas’ iconic Stanley Korshak. From running Neiman Marcus Beverly Hills to reviving a struggling store into a retail powerhouse, Crawford reveals the pivotal moments and hard-earned lessons that shaped his remarkable journey. YouTube: https://lnkd.in/gwyvryJr Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gpxEsTjx #DallasLuxuryRetail #Leadership #Inspiration #CrawfordBrock #StanleyKorshak #DecisionPoints #Podcast #NeimanMarcus

Inside Dallas' Dining Revolution with Benji Homsey, Co-founder of Duro Hospitality YouTube: https://lnkd.in/gs584zqd Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gTjuJmXj From shaping the iconic Hotel Zaza to creating standout restaurants like The Charles, Benji shares his journey, the power of exceptional service, what it takes to build unforgettable dining experiences, and how attention to detail has fueled his success. Don’t miss his unique insights into the world of hospitality and what’s next for Duro Hospitality.