Tannery & Company Wealth Management

Tannery & Company Wealth Management

Tannery & Company was established in 2003 as a wealth management practice specifically designed for concentrated-wealth families in the Dallas-Fort Worth metroplex. Founder John Tannery anchored the firm in the financial challenges unique to real estate developers, energy executives, and operating-company founders — not wage earners accumulating 401(k)s. The client base is intentionally small, a structure that allows the firm to function as a fractional family office rather than a traditional wealth management shop collecting assets. The firm’s strategy blends three primary asset classes: direct real estate, private credit, and alternative fund commitments. Clients typically enter with a low-basis concentrated stock position or a realized liquidity event from a closely held business sale. Tannery then couples tax-aware liquidation schedules with what the firm describes as institutional-grade private market access — direct placements in commercial real estate partnerships, mezzanine debt, and select private equity co-investments. Public filings indicate the firm has facilitated capital into Texas-based multifamily developments and regional operating companies, though it does not publicly catalog holdings. With an office in Richardson, the firm operates a lean team structure consistent with its focus on high-touch, low-volume advisory work. There are no disclosed satellite offices or registered alternative vehicles. Its professional headcount is not publicly published, which aligns with a model where a small group of senior advisors manages multigenerational planning, estate strategy, and alternative due diligence for each family. In recent years the firm has deepened its partnership with local tax counsel and estate attorneys to reinforce the CFO-office model amid rising valuations of privately held Texas businesses. Tannery’s structural differentiator is its architecture as an RIA that has abandoned the gathering of small accounts — it operates as a true multi-family office with a per-family minimum typically in the nine figures. Unlike larger Texas-based trust companies that build scale through standardized trust administration, Tannery ties its economics to a per-engagement retainer or asset-based fee on a small group of ultra-high-net-worth families, mimicking the alignment of a dedicated single-family office without the overhead of building one from scratch.