100 Crescent Court
Suite 1000,
Dallas, TX 75201
Nick is involved with the Small Business Investment Association, Association for Corporate Growth, ACG Family Office, Texas Sandlot Baseball Club, and Dragon Youth sports, and serves on the board of directors of numerous privately-owned businesses as investor and consultant.
Nick lives in Southlake, Texas with his wife, son, daughter, and English labrador retrievers. With a passion for giving, Nick and his family support youth sports, and family-focused causes. He is an avid sportsman and outdoorsman. He is often found on the sidelines coaching or attending his children’s practices and games.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership
Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions
Educating family members with significant wealth to confidently manage their financial lives
Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
Market views heading into the week highlight what we're watching and important news ahead.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.