Dallas, Texas
Dallas Wealth Management
for Ultra-High-Net-Worth Families
Vaquero Private Wealth is an independent, fee-only fiduciary providing wealth management in Dallas for ultra-high-net-worth families, entrepreneurs, and executives. We coordinate every dimension of your financial life — investments, tax strategy, estate planning, and family governance — into one coherent framework, with the discretion and partner-level attention that significant wealth requires. We serve families with $5M+ in investable assets across Dallas, Fort Worth, and Texas.
What does a wealth manager in Dallas do for an ultra-high-net-worth family?
For families of significant means, wealth management is far more than portfolio construction. It is the coordination of investments, tax timing, estate structure, and philanthropy into a single, intentional plan. As a Dallas-based virtual family office, we serve as the central point of contact across your CPA, estate attorney, and other advisors — ensuring every decision is made with full awareness of the others, not in isolation.
Why work with an independent, fee-only fiduciary?
Not all "wealth managers" are the same. Many are employed by banks or brokerages and earn commissions on the products they recommend. We are an independent registered investment advisor: compensated solely by our clients, bound by fiduciary duty, and free of the product incentives that create conflicts. Our only alignment is with you.
Our wealth management services
Investment Management in Dallas
Custom public and private portfolios built for multi-generational wealth
Legacy & Estate Planning
Trusts, succession, and legacy planning for multi-generational wealth transfer
Virtual Family Office
Comprehensive oversight without the overhead of a traditional family office
Wealth Management After a Liquidity Event
Guidance through the months after a business sale or exit
Who we serve
We work with ultra-high-net-worth entrepreneurs, corporate executives, and multi-generational families — many of whom have experienced a significant liquidity event. We maintain a deliberately limited client roster so every relationship receives direct partner-level attention. Our typical client relationship begins at $5M in investable assets.
A Dallas team, by design
When you work with Vaquero, you work directly with the partners. Our advisors bring decades of experience from institutions like Northern Trust, Merrill Lynch, BlackRock, and PwC — but chose independence so they could put clients first. See how we've approached real UHNW situations in our pre-liquidity planning, concentrated stock diversification, and multi-generational estate restructuring.
Frequently asked questions
What does "fee-only fiduciary" mean?
What is your minimum?
Do you serve clients outside Dallas?
How are you different from a bank or brokerage?
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Ready to begin?
A confidential conversation is the first step toward clarity. Let's discuss where you are and where you'd like to be — with no obligation.