Cypress Point Wealth Management is a family office - multi based in Dallas, United States, founded in 2007. Verified contact details, AUM data, and investment preferences on FindLPs.
Cypress Capital Wealth Management was created after a long history of working with some of the most comprehensive family offices in the world and is now offering its suite of services to other high net worth investors and their families. We deliver the investment expertise and world-class service necessary to achieve your financial security now and for generations to come. Our fully customized portfolios are designed to achieve your desired investment goals while minimizing risk. In addition, we offer other critical services such as tax and estate planning, insurance and lending to create an all-encompassing financial picture for you and your family. Our reach and expertise extends far beyond traditional wealth management as we advise clients on venture capital, private equity offerings, buying and selling businesses, and more. Cypress Capital has substantial resources to address any and all financial decisions you face and we execute strategies in the most efficient manner possible.
Investment types: Buyout, Debt - General, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Travel Accommodations & Tourism, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Investment Management, ETFs, Debt Management, Concierge Services High-Level Sectors, Tourism & Hospitality, Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 3838 Oak Lawn Avenue\nSuite 1550\nDallas\nTexas\n75219\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.