Client Engagements

We are only interested in working with clients who we believe remain clients for life. Because we are a privately held firm, we can structure our client relationships as we see fit. Although not all of our clients fit these descriptions, our practice at Cypress is built around these three core groups of clients. Upon establishing Cypress, we chose to build our practice with clients from three specific groups:

I. Emerging Clients
Our emerging clients are defined as clients whose greatest asset is either the ability to earn significant income or build a profitable business. These clients are typically younger professionals and entrepreneurs under 45.

II. Developed Clients
Our developed clients are pre-retirees or retirees who have already accumulated most of the wealth they expect to acquire and are primarily interested in risk mitigation and efficient distribution and legacy strategies.

III. Family Office Clients
Our family office clients have typically had a liquidity event or have accumulated substantial wealth over their life time. Many of our athlete and entertainer clients fall into this category.

4201 Bee Caves Road, Suite C-201, Austin, Texas 78746 ..|.. 3500 Maple Avenue, Suite 1320, Dallas, Texas 75219
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