True North Advisors

- True North Advisors Expands Texas Footprint in Austin and Kerrville - We’re thrilled to announce that True North Advisors has acquired Clear Rock Advisors, a highly respected firm with $470M in AUM and a legacy of building authentic relationships and preserving family legacies. This acquisition reflects our continued commitment to delivering exceptional value and expanding our presence across Texas. Clear Rock’s client-centric approach and dedication to long-term financial growth align seamlessly with True North’s philosophy. Together, we look forward to empowering more families and entrepreneurs with enhanced wealth management services and access to exclusive private investments. Welcome to the True North family, Clear Rock Advisors. Read full press release at https://lnkd.in/gvVza7TM

Join us for an exclusive deep dive with retail legend Crawford Brock, owner of Dallas’ iconic Stanley Korshak. From running Neiman Marcus Beverly Hills to reviving a struggling store into a retail powerhouse, Crawford reveals the pivotal moments and hard-earned lessons that shaped his remarkable journey. YouTube: https://lnkd.in/gwyvryJr Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gpxEsTjx #DallasLuxuryRetail #Leadership #Inspiration #CrawfordBrock #StanleyKorshak #DecisionPoints #Podcast #NeimanMarcus

Inside Dallas' Dining Revolution with Benji Homsey, Co-founder of Duro Hospitality YouTube: https://lnkd.in/gs584zqd Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gTjuJmXj From shaping the iconic Hotel Zaza to creating standout restaurants like The Charles, Benji shares his journey, the power of exceptional service, what it takes to build unforgettable dining experiences, and how attention to detail has fueled his success. Don’t miss his unique insights into the world of hospitality and what’s next for Duro Hospitality.

True North Advisors’ CEO & Co-founder, Scott Wood, recently joined NFL Hall of Famer and HGGC Partner, Chairman, and Co-founder, Steve Young, for a compelling conversation on the Alt Goes Mainstream podcast. Together, they discuss the power of shared values in building thriving firms and the growing importance of alternatives in wealth management. Topics include: - The evolving role of private equity in wealth management - Key insights into M&A and ensuring cultural alignment - The long-term thinking behind "decading" and business growth Tune in to gain valuable perspectives from two leaders who have built remarkable careers and partnerships focused on client success. 🎧 Learn more and listen at https://lnkd.in/gGvicP9j #TrueNorthAdvisors #AltGoesMainstream #ScottWood #SteveYoung #WealthManagement #PrivateEquity #ClientFocused #Leadership

Congratulations to Tara L. Scottino, CFP®, Senior Wealth Manager and Partner at True North Advisors, on being recognized as one of the Top 80 Financial Planners out of 1,000 professionals nominated by Money and the Financial Planning Association. This honor highlights her exceptional expertise, commitment to fiduciary standards, and outstanding client service. The selection process was rigorous, evaluating over 1,000 CFP® professionals across factors like client satisfaction, years of experience, and adherence to fiduciary principles. Tara’s inclusion on this list speaks volumes about her dedication to ensuring the financial well-being of her clients. Join us in celebrating Tara’s well-deserved recognition. See the full list at https://lnkd.in/guW73K97

T. Dupree Scovell on Leadership, Succession, and the Family Business Playbook YouTube: https://lnkd.in/gi4kQupm Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/g69DdsBp Ever wonder how to turn early lessons into lifelong leadership success? We sit down with Dupree Scovell—Managing Partner & Chief Investment Officer of Woodbine Development Corporation—to uncover his journey from washing dishes at 16 to steering one of Dallas’s top real estate firms. Dupree shares how mentorship, pivotal decisions, and strategic planning shaped his approach to balancing a family-owned business with personal growth. From succession planning to leadership insights, this is a masterclass in building a lasting legacy.

🎙️Join us on Decision Points for an exclusive conversation with Corby Davidson, co-host of KTCK Radio "The Ticket . YouTube: https://lnkd.in/geEra74d Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/g4CjXiey Hear Corby reflect on 30 years in radio, from leadership lessons to the fierce competition that shaped his career. Whether you're chasing your passion or refining your craft, Corby's story offers insights for everyone. Don't miss how he's gearing up for the next chapter.

🎙️ New Episode Alert! This week on Decision Points, we sit down with Craige Stout, CEO of Stout, a leading global advisory firm. YouTube: https://lnkd.in/g5_Ps72n Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gDD-truX Craige shares his journey from Michigan roots to leading in the valuation and financial advisory world, offering valuable insights on corporate culture, strategic decision-making, and building the right partnerships. Whether you're preparing for a business sale or seeking growth strategies, Craige’s expertise in valuation and corporate finance is a must-hear for navigating complex business challenges.

Join us as we sit down with Rand Stagen, CEO of Stagen Leadership Academy, to explore 25 years of entrepreneurial leadership. YouTube: https://lnkd.in/gxFMbSwN Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gj7SrYxX Rand shares his journey from founding a successful publishing business to creating a leadership academy that empowers CEOs and business owners to reach their full potential. Discover the power of purpose-driven leadership, the importance of continuous self-improvement, and the lasting impact of conscious capitalism. Tune in for insights on how to navigate the complexities of business and personal growth.

This week on Decision Points, we reconnect with Daron Babcock, Director of Community Transformation at Stand Together Foundation. YouTube: https://lnkd.in/gxFMbSwN Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gVDpvVbE Daron shares how his approach to empathy, entrepreneurship, and proximity—being close enough to truly understand community needs—has fueled his mission to tackle society’s toughest challenges. Tune in for a powerful discussion on succession planning, overcoming systemic barriers, and empowering communities to thrive. #Leadership #SocialInnovation #CommunityImpact #DecisionPoints #TrueNorthAdvisors