This internship is an opportunity to dive into the world of wealth advisory, gain hands-on experience, and build lasting connections within the industry. 🎯 About the Role You…
About True North Advisors
True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.
Specialties
- wealth management
- advisors
- financial advice
- financial planning
- investment portfolio management
- alternative investments
- institutional quality investment access
- generational wealth planning
- multi-generational success planning
- business exit planning
- social impact
- concierge health
- and family philanthropy