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 →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.
How to handle the sale of a significant real estate asset — depreciation recapture, the 1031 exchange decision, a warning about syndicated DST products, the broader 1031 universe including mineral and water rights, and how to replace the income the property was generating.
When you reach the age to serve as your own trustee, control of significant wealth changes hands. How to handle the transition — evaluating advisors, considering a co-trustee, budgeting before you change anything, expanding investment options, and lining up the right CPA.
How to handle the financial side of a high-net-worth divorce — getting a rational advisor involved early, why one advisor can't serve both spouses, the Texas community property framework, rebuilding your budget and investment strategy, and protecting yourself afterward.
For many Texas families, significant wealth sits beneath the ground. A guide to handling a mineral rights windfall — verifying you're paid correctly, the tax picture, the hold-versus-sell decision, and replacing royalty income — from a fee-only fiduciary.
Alan Greenspan shaped modern central banking over 19 years. Days after his passing, Kevin Warsh chaired his first Fed meeting. The parallels reveal how Fed communication, policymaking, and the balance sheet may shift — and what it means for long-term investors.
The advisor who managed assets for the previous generation may be entirely unequipped for what you now hold. Five questions to ask before committing to an advisor for inherited wealth — covering trust structures, professional networks, family dynamics, and the planning that should come before any investment decision.
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.
