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
04.03.24
Market Perspectives — March 2024
Rising confidence in a June Fed rate cut drives markets higher in March.
04.03.24
David Spika discusses gold versus Bitcoin on “Power Lunch”
Our Chief Market Strategist, David Spika, says bitcoin is not a substitute for fiat currency on CNBC. Click to Watch
04.03.24
David Spika joins “Power Lunch” to discuss opportunities outside the tech sector
Our Chief Market Strategist, David Spika, joins “Power Lunch” on CNBC to discuss opportunities outside of the tech sector and our sector outlook. Click to Watch
03.11.24
Market Perspectives — February 2024
Positive economic data and corporate profits lift stocks in February but uncertainties about the timing of rate cuts persist.
02.15.24
David Spika joins “Power Lunch”
Our Chief Market Strategist, David Spika, joins ‘Power Lunch’ on CNBC to discuss the markets, whether the rally has room to run, and top investment picks. Click to Watch
02.07.24
Market Perspectives — January 2024
Following a strong end to 2023 markets started January on a down note with interest rates moving higher but rallied to finish the month on strong earnings and positive economic data.
