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Southern Wealth Management, LLP
Multifamily office listing in Dallas, Texas, United States.
Overview
Southern Wealth Management, LLP is a multi-family office formed in 2005. It serves individuals and families with a coordinated approach to their financial affairs. Its services include financial advice and planning, business valuation, estate planning, investment consulting, tax planning and back office management. It also coordinates clients' financial situations with outside advisers.
Services
- Financial advice and planning
- Business valuation
- Estate planning
- Investment consulting
- Tax planning
- Back office management
- Coordination with outside advisers
Location
See more firms in Texas and Dallas.
Sources and last checked
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
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