January marked the start of an unforgettable year—our 25th anniversary at True North Advisors. We kicked things off with our team at Dallas Country Club for our annual Strategy Day, filled with reflection, deep gratitude, and immense excitement. The day was a celebration of our humble beginnings and an incredible 25-year journey. Later, we continued the celebration at The Ritz-Carlton, Dallas, where we honored our team’s remarkable achievements in 2024 and looked ahead to a year brimming with milestones and opportunities. Here’s to 25 years of Fulfilling Lives—and many more to come. #TrueNorth25 #MilestoneYear #FulfillingLives
True North Advisors
Financial Services
Dallas, TX 3,396 followers
Fulfilling Lives.™
About us
- Website
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https://bit.ly/3Td2Xjc
External link for True North Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, TX
- Type
- Privately Held
- Founded
- 2000
- Specialties
- wealth management, advisors, financial advice, financial planning, investment portfolio management, alternative investments, institutional quality investment access, generational wealth planning, multi-generational success planning, business exit planning, social impact, concierge health, and family philanthropy
Locations
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Primary
3131 Turtle Creek Blvd
Ste 1300
Dallas, TX 75219, US
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3100 W 7th St
Ste 300
Fort Worth, Texas 76107, US
Employees at True North Advisors
Updates
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We are proud to share that Dhruv Maniktala, CFA, Partner and Chief Investment Officer at True North Advisors, has been named one of the nation’s Top 30 Elite Private Wealth CIOs by Markets Group This national recognition highlights Dhruv’s leadership in shaping a sophisticated investment platform, specifically designed to meet the evolving needs of our affluent families, entrepreneurs, and multigenerational clients. Please join us in congratulating Dhruv on this well-earned honor. https://lnkd.in/gxrBXmhY
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Great restaurants aren’t just about the food—they’re about culture, service, and soul. Watch: https://lnkd.in/giVs_uUt Listen: https://lnkd.in/ga7QmUnQ On this week’s episode of Decision Points, we talk with Nicholas Katz and Greg Katz, the brothers behind some of Dallas’ most beloved dining spots. From their South African roots to their family-run business model, they open up about what drives their approach to hospitality and how they’ve built lasting experiences—one restaurant at a time.
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AI is fundamentally reshaping society—but how do we separate real opportunities from the hype? This week on Decision Points, Rudina Seseri, Founder & Managing Partner of Glasswing Ventures, breaks down the seismic shifts AI is creating in business, leadership, and everyday life. From investment banking to Microsoft to venture capital, Rudina shares her strategic approach to AI investing, the risks and opportunities ahead, and how bold decision-making has shaped her career. Listen now: https://lnkd.in/ga7QmUnQ Watch now: https://lnkd.in/gACX3Se9
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80% of the unsheltered homeless remain outside the shelter system. Watch: https://lnkd.in/g2uHSBUX Listen: https://lnkd.in/ga7QmUnQ Wayne Walker, CEO & Pastor of OurCalling, is using technology, data, and compassion to create personalized exit plans for individuals experiencing homelessness. With 3,000 volunteers and AI-driven strategies, his team is transforming lives in Dallas and beyond. In this episode of Decision Points, Wayne shares the realities of homelessness, the barriers to traditional shelter, and why community involvement is key to real change. Don’t miss this inspiring conversation on Decision Points out now.
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From Highway to Haven: The Klyde Warren Park Story What if a park could transform an entire city? Under the leadership of Kit Sawers, CEO and President of Klyde Warren Park, what was once a highway overpass is now a thriving 1.3-million-visitor destination—and a model for urban innovation worldwide. In this episode of Decision Points, Kit shares: ✅ The bold vision that made Klyde Warren Park possible ✅ How strategic partnerships drive urban transformation ✅ The 1.7-acre expansion set to reshape downtown Dallas ✅ Her leadership mantra: “Try hard and be nice” This is a must-listen for leaders, innovators, and anyone who believes in the power of public spaces. 🌍 🎧 Listen now: https://lnkd.in/ga7QmUnQ 📽️ Watch now: https://lnkd.in/g7qzzqjm
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🔹 New Podcast Episode – A Fresh Take on Leadership in Law 🔹 YT: https://lnkd.in/gCusAv3U Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gpqtCezY Kyle Ferguson, Founder & CEO of FBFK Law, built a law firm that defies traditional stereotypes. His approach? Transparency, culture, and a deep commitment to his team. In this episode of Decision Points, we explore: ✔ The role of transparency in legal and business leadership ✔ Red flags to watch for in business transactions ✔ How to build and sustain a strong organizational culture ✔ The entrepreneurial risks Kyle took to grow FBFK Whether you're in law, business, or leadership, Kyle's insights will challenge your perspective and inspire new ways of thinking.
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🔹 Leading a Family Business: Strategy, Succession & Growth 🔹 YT: https://lnkd.in/gicNtpMh Apple: https://lnkd.in/gtuFDGeu Spotify: https://lnkd.in/gBP9iyUN Balancing legacy with innovation is no small feat—especially in a multi-generational business. Rizwan Sunderji, President of Sleeptronic, has spent his career refining this balance, guiding the company’s growth while preserving its core values. In the latest episode of Decision Points, Riz joins us to discuss: 1. The evolution of Sleeptronic and his family’s journey to Texas 2. Implementing the Entrepreneurial Operating System (EOS) for growth and alignment 3. Succession planning and preparing the next generation for leadership 4. Innovations in mattress technology and staying competitive in a changing industry 5. The intersection of family dynamics and business strategy For business leaders, investors, and entrepreneurs navigating the complexities of family enterprises, this conversation is packed with actionable insights.
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At True North, we believe in investing in our people, cultivating talent from within, and providing long-term career opportunities. We are thrilled to announce the well-earned promotions of our team members who exemplify our mission to fulfill lives and uphold our core values every day. Join us in celebrating those who are stepping into new roles and continuing to drive True North forward. Read more at https://lnkd.in/gkHUSpCA
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True leadership is tested in times of crisis. YT: https://lnkd.in/getvFpYF Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gpXAKcZp In this episode of Decision Points, Ricky Dickson, former CEO of Blue Bell Creameries, shares the pivotal moments that shaped his career—from his early days at Blue Bell to leading the company through one of its greatest challenges. Ricky takes us inside the 2015 Listeria crisis, revealing the tough decisions, the weight of responsibility, and the unwavering commitment to integrity that defined his leadership. He also reflects on the lessons that guided him, the importance of faith and family, and why stepping away as CEO in 2023 was one of the most significant decisions of his career. 🔹 Lessons in crisis leadership 🔹 The defining moments of Blue Bell’s legacy 🔹 Navigating challenges with integrity and resilience This is a must-listen for anyone seeking insights on leadership, decision-making, and leading through adversity.