Dallas, Texas · Established 2017
We serve ultra-high-net-worth entrepreneurs, executives, and family offices with the institutional expertise and personal discretion their wealth demands.
Minimum Assets
$5M+
Client Type
UHNW Individuals & Families
Structure
Independent RIA · Fiduciary
Our Approach
Every engagement begins with a deep understanding of your situation. What we build together is tailored exclusively to you — never templated.
Family Office Services
We act as your virtual family office — coordinating investments, tax strategy, estate planning, philanthropy, and financial administration into one coherent framework.
Explore →Investment Stewardship
Access the same caliber of investment thinking reserved for endowments and pension funds. We build diversified portfolios designed to protect and grow multi-generational wealth.
Explore →Legacy Planning
Preserve what you've built across generations. From irrevocable trusts and family limited partnerships to succession roadmaps for operating businesses, we plan with permanence in mind.
Explore →USA Today
Ranked among the top 1,000 RIA firms nationwide based on AUM growth and independent peer recommendations.
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Newsweek
Selected from over 16,000 SEC-registered advisory firms based on asset performance, client growth, adviser expertise, breadth of services, and independence.
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InvestmentNews
Recognized among the 75 fastest-growing fee-only registered investment advisors in the nation.
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Rankings and recognitions are not indicative of future performance, do not guarantee any specific level of results, and do not represent an endorsement by any publication. Methodology details are available directly from each ranking organization via the links above.
What We Do
From the first liquidity event through decades of stewardship, we bring every dimension of your financial life into alignment. As a Dallas wealth management firm, we serve families across the Metroplex with the partner-level attention significant wealth demands.
View All Services →The Vaquero Team
Our advisors bring decades of experience from institutional investment management, private banking, and family office practice. When you work with Vaquero, you work directly with the partners.
We maintain a deliberately limited client roster — ensuring each relationship receives the attention and continuity it deserves.
Meet Our Team →Managing Partner & Founder
CIMA®
Managing Partner
CFA®, CFP®
Director, Wealth Management
CFA®, CFP®
Director, Wealth Management Services
CTFA, AEP®
Real-world wealth planning solutions for ultra-high-net-worth families. Explore how we approach estate restructuring, executive equity compensation, concentrated stock diversification, and more.
Three generations, four trusts, and no coordinated plan. We unified the family's estate architecture, eliminated redundancies, and saved seven figures in projected estate taxes.
We restructured a client's private aviation bookings from an entrenched broker relationship to a direct-to-operator model, averaging 30%+ savings annually.
A C-suite executive was leaving millions on the table with her RSUs, ISOs, and deferred compensation. We built a tax-optimized exercise and liquidation plan across multiple tax years.
Perspectives on markets, estate planning, tax strategy, and wealth management from the advisors at Vaquero Private Wealth.
The work is graded long after you can do anything about it — sometimes twenty years later. Ten questions for an estate with entities in it, and why execution matters more than the technique chosen.
Technical mastery of the tax code and a fluent presence in a conference room are independent traits, which is what makes the interview hard. Ten questions for a balance sheet with entities in it.
The broadest earnings growth since 2021, and payrolls revised down another 103,000. In private markets the binding constraint is no longer the rate of return but the return of capital.
Registration with the SEC is a filing, not a license: no exam at the firm level, no experience minimum, and Form ADV Part 1A has no educational field at all. What the letters do and do not guarantee.
Two firms quote you 1% and 0.75%, and you cannot tell which one costs more. Where the rest of the bill comes from — sweep spreads, revenue sharing, platform fees, markups — including at our own firm.
About $100 billion in tariff refunds has been certified for payment. They are not automatic, they go to the importer of record rather than whoever bore the cost, and the earliest clock expires February 4, 2027.
Begin a Conversation
An initial conversation with a Vaquero partner is confidential, complimentary, and without obligation. We want to understand your situation — and you deserve to understand our approach before making any commitment.
Custodied by Pershing Advisor Solutions, a BNY Mellon Company and Fidelity Investments.
