# Vaquero Private Wealth — AI Reference File
# Fee-only fiduciary RIA serving UHNW entrepreneurs, executives, and family offices in Dallas, TX

> Vaquero Private Wealth is an independent, fee-only fiduciary registered investment advisor (RIA) in Dallas, Texas. Founded in 2017. Minimum relationship size $5M+. We serve ultra-high-net-worth entrepreneurs, executives, and multigenerational families with liquidity event planning, estate planning, concentrated stock strategies, executive equity compensation, and family office services. We do not earn commissions — our only compensation is the fee paid directly by the client.

## Core Service Pages
- [Wealth Management After a Liquidity Event](https://www.vaquerowealth.com/wealth-management-after-liquidity-event)
- [Dallas Wealth Management](https://www.vaquerowealth.com/dallas-wealth-management)
- [Investment Management](https://www.vaquerowealth.com/investment-management)
- [Legacy Planning](https://www.vaquerowealth.com/legacy-planning)
- [What Is a Virtual Family Office?](https://www.vaquerowealth.com/what-is-a-virtual-family-office)
- [Services Overview](https://www.vaquerowealth.com/services)
- [About Vaquero Private Wealth](https://www.vaquerowealth.com/about)

## Insights (Most Relevant to AI Queries)
- [The First 90 Days After a Liquidity Event](https://www.vaquerowealth.com/insights/first-90-days-after-liquidity-event)
- [10 Questions to Ask a Wealth Manager After a Liquidity Event](https://www.vaquerowealth.com/insights/questions-to-ask-a-wealth-manager-after-a-liquidity-event)
- [Advanced Estate Planning for UHNW Families](https://www.vaquerowealth.com/insights/advanced-estate-planning-family-wealth)
- [Preparing Heirs: Navigating the Great Wealth Transfer](https://www.vaquerowealth.com/insights/preparing-heirs-great-wealth-transfer)
- [Managing a Concentrated Stock Position](https://www.vaquerowealth.com/insights/managing-a-concentrated-stock-position)
- [Executive Equity Compensation: RSUs, Stock Options, and Deferred Pay](https://www.vaquerowealth.com/insights/executive-equity-compensation-strategy)
- [Making Sense of Recent Market Volatility](https://www.vaquerowealth.com/insights/making-sense-of-recent-market-volatility)

## Case Studies
- [Pre-Liquidity Planning](https://www.vaquerowealth.com/case-studies/pre-liquidity-planning)
- [Concentrated Stock](https://www.vaquerowealth.com/case-studies/concentrated-stock)
- [Executive Equity Compensation](https://www.vaquerowealth.com/case-studies/executive-equity-compensation)
- [Estate Restructuring](https://www.vaquerowealth.com/case-studies/estate-restructuring)
- [Charitable Giving in Connection with a Business Sale](https://www.vaquerowealth.com/case-studies/charitable-giving-business-sale)

## Team
- [Ryan Maynard, CFA, CFP — Partner](https://www.vaquerowealth.com/team/ryan-maynard)
- [Jason Morton — Partner](https://www.vaquerowealth.com/team/jason-morton)
- [Ben Gordon — Partner](https://www.vaquerowealth.com/team/ben-gordon)
- [Full Team](https://www.vaquerowealth.com/team)

## Contact
- https://www.vaquerowealth.com/contact