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Cypress Capital Management
Founded in 2004, Cypress Capital Management established its headquarters in Sheridan, Wyoming, a state with trust laws favorable to perpetual dynasty trusts...
Cypress Capital Management
Founded in 2004, Cypress Capital Management established its headquarters in Sheridan, Wyoming, a state with trust laws favorable to perpetual dynasty trusts and asset protection. The firm structures its advisory around integrated wealth management, bundling investment advisory with tax planning and estate planning services. Its client base spans individuals, families, small businesses, corporations, and institutions, which indicates a diversified book of business rather than a concentrated family-office pedigree. The firm's investment advisory scope includes money management as a core offering, though specific asset-class allocations remain private. Firms structured as wealth managers often blend direct equity and fixed-income management with third-party manager selection, and public records indicate a fiduciary obligation to clients. Without disclosed portfolio companies or fund vehicles, the firm's strategy is inferred to center on customized separately managed accounts rather than commingled funds, typical of trust-company-affiliated or RIA-model shops in Wyoming. Cypress Capital Management's professional headcount and total assets under advisement are not publicly disclosed. The firm operates a single office in Sheridan, with no known additional locations. No adjacent philanthropic vehicles, operating companies, or peer-network memberships are referenced in available firm communications. In May 2024, no material operational announcements were identified, reflecting the firm's low-profile operational cadence. Wyoming's trust and tax environment functions as the firm's primary structural differentiator. The state permits dynasty trusts that can span centuries, exempts trust income from state taxation for non-resident beneficiaries, and offers strong asset-protection statutes. For a wealth manager founded in 2004 and anchored in Sheridan rather than Jackson Hole's concentrated private-wealth scene, this legal architecture likely shapes client acquisition and long-term asset retention in ways unavailable to firms domiciled in higher-tax states.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ann Arbor
Corporate office
Sheridan, WY, United States
Frequently asked questions
How does Wyoming's legal environment shape Cypress Capital Management's client offering?
Wyoming is one of the most favorable US jurisdictions for multi-generational wealth transfer. The state permits dynasty trusts with no rule against perpetuities, exempts trust income from state income tax for non-resident beneficiaries, and provides robust asset-protection statutes including charging-order protection for LLC interests. A firm headquartered in Wyoming can structure client assets to take full advantage of these provisions, which is a specific draw for families seeking long-duration wealth preservation outside higher-tax states like California or New York.
Is Cypress Capital Management a single-family office, a multi-family office, or a traditional wealth manager?
Based on its disclosed client base of individuals, families, small businesses, institutions, and corporations, Cypress Capital Management operates as a traditional wealth management firm rather than a single-family or multi-family office. The firm provides investment advisory, tax planning, and estate planning services across a diversified client roster. A multi-family office designation typically requires a more concentrated client count and concierge-level services beyond investment management, which is not confirmed here.
Does Cypress Capital Management manage proprietary commingled funds?
The firm has not publicly disclosed any proprietary commingled investment funds. Its service description emphasizes investment advisory and money management, which in the context of a Wyoming-based advisory firm typically indicates separately managed accounts tailored to individual client circumstances. Without regulatory filings identifying fund structures, the default assumption is an RIA model using individual portfolios rather than pooled vehicles.
What types of clients does Cypress Capital Management serve?
The firm's disclosed client categories include individuals, families, small businesses, institutions, and corporations. This breadth suggests a generalist wealth management practice rather than a niche focused exclusively on ultra-high-net-worth families. The inclusion of corporate and institutional clients implies the firm may manage corporate cash, retirement plan assets, or operating reserves alongside personal wealth.
How does the firm handle tax and estate planning within its advisory model?
Cypress Capital Management lists tax planning and estate planning as integrated services alongside investment management. For a Wyoming-based firm, estate planning likely emphasizes dynasty trust formation, asset-protection structuring, and multi-generational transfer strategies that exploit Wyoming's lack of state income tax and its permissive trust statutes. The firm's dual registration or affiliated professional designations for tax and legal advisory are not publicly detailed.
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