Multi family office · Dallas, United States

Cypress Point Wealth Management

AUM $800MFounded 20074 contactswww.cypresspointwealth.com

About Cypress Point Wealth Management

Cypress Capital Wealth Management grew out of a long history with some of the most comprehensive family offices in the world, and now extends its suite of services to other high net worth investors and their families. It provides the investment expertise and world-class service to support financial security today and for generations ahead. Portfolios are fully customized to meet each investor's goals while minimizing risk. The firm also provides tax and estate planning, insurance and lending, so that clients and their families have a complete financial picture. Its reach goes well beyond traditional wealth management, with advice on venture capital, private equity offerings, buying and selling businesses, and more. Cypress Capital has substantial resources to address every financial decision clients face and carries out strategies as efficiently as possible.

Real estate mandate

PROPERTY FOCUS
Multifamily, Hospitality, Debt & credit
STRATEGY
Not stated
DEAL FORMAT
Direct
TARGET MARKETS
Africa, Americas, Asia, Canada, Europe, Middle East

Contacts at Cypress Point Wealth Management

· …
· …
· …
· …
4 contacts with names, emails and LinkedInUnlock with a membership

Similar investors

InvestorTypeBased inFocusAUMContacts
SEI InvestmentsFund of FundsOaksMultifamily · Industrial$1.5T4
Blackstone Group - Fund of Funds and SecondaryFund of FundsNew YorkMultifamily · Industrial · Core$1.1T16
New York Life Investment ManagementAsset ManagerNew YorkMultifamily · Industrial · Co-investment$740B5
Brookfield Asset ManagementAsset ManagerToronto, CanadaMultifamily · Industrial · Opportunistic · Joint venture$690B12
KKRAsset ManagerNew YorkMultifamily · Industrial · Core · Co-investment$553B11
Ares ManagementAsset ManagerLos AngelesMultifamily · Industrial · Core$546B16

Find more investors like this one.

Filter the full list by property type, strategy, market and deal format.

Search the list