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Diesslin Group
David H. Diesslin established Diesslin Group in 1980. The firm began as a fee-only financial planning practice and expanded into multi-family office services...
Diesslin Group
David H. Diesslin established Diesslin Group in 1980. The firm began as a fee-only financial planning practice and expanded into multi-family office services for high-net-worth clients, estates, and foundations. Services center on investment management, estate and legacy planning, tax strategies, retirement planning, insurance, and charitable giving. The firm operates without product commissions and maintains a team-based approach to portfolio construction and ongoing monitoring. No specific portfolio holdings or co-investors appear in public materials. The firm lists twelve professionals on its site, including Chief Investment Officer Mark M. Michel and several client relationship managers. It maintains its sole office in Fort Worth. David H. Diesslin previously served as chairman of the CFP Board of Standards and as a founding member and past president of NAPFA. Governance remains tied to the founding principal and a small group of senior advisors who also hold operational roles in the firm.
General information
Firm type
Multi Family Office
Year founded
1980
AUM
621 (Altss estimate)
Location
Region
North America
Country
United States
City
Fort Worth
Corporate office
Fort Worth, TX, United States
Principals
David H. Diesslin
Founder
Norman R. (Rocky) Farr
Principal, Managing Director, and Relationship Manager
Shawn L. Gray
Principal, Vice President, and Chief Financial Officer
Mark M. Michel
Chief Investment Officer and Portfolio Manager
Frequently asked questions
Who runs investment decisions at Diesslin Group?
Mark M. Michel serves as Chief Investment Officer and Portfolio Manager. Luke Hockett also acts as Portfolio Manager. Investment oversight occurs within the firm's fiduciary, fee-only framework.
Is Diesslin Group structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple families, trusts, endowments, and foundations. The structure grew from David H. Diesslin's original advisory practice.
Does Diesslin Group participate in fund commitments or only direct deals?
Public materials do not disclose specific fund commitments or direct investments. The firm describes its work as investment management and portfolio optimization without naming external managers or holdings.
Where does the underlying wealth come from?
The firm states that it stewards capital generated through decades of professional wealth management rather than a single operating business or industrial fortune.
How is Diesslin Group related to any philanthropic structures?
David H. Diesslin has served on the CFP Board Center for Financial Planning advisory group. The firm lists The Deena Jo Heide-Diesslin Foundation among its community ties.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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