Leading your financial legacy forward.
Tailwind Advisors — Fort Worth, TX
Welcome to
Tailwind Advisors.
A multi-family office, designed with you in mind.
At Tailwind Advisors, we sail beyond the ordinary, crafting financial strategies as unique as the families we serve. With a discrete presence and a legacy of excellence spanning 15 years, we serve families seeking an independent, coordinated and strategic approach to the management of their wealth.
We understand that true wealth is about more than numbers—it's about stewarding your dreams and securing your legacy.
Discretion.
Diversification.
Diligence.
Our Approach
At Tailwind, our advisory strategies focus on tailored, conflict-free solutions for each individual client. We operate an opportunistic investment strategy designed to mitigate risk and maximize long-term investment returns to benefit current and successive generations.
With over $1.3 billion in assets under management (AUM), our team constructs diversified portfolios across multiple asset classes tailored to each unique client. Operating with discretion and diligence, we ensure your privacy is paramount.
Marketable Securities
Tailwind’s investment team strives to consistently find best‐in‐class opportunities in marketable securities across multiple asset classes including public equities, fixed income, and real assets.
Private Investments
Working through top-tier third party sponsors, Tailwind pursues investments in privately held companies and other private assets that are not available in public markets.
Real Estate
Our primary focus is on stabilized and value-add investment properties in the multi-family and industrial sectors, along with select opportunistic investments in office, retail and hospitality.
Oil & Gas
Tailwind partners with experienced third-party and affiliated industry veterans to identify, evaluate and negotiate attractive opportunities in the energy sector.
Marketable Securities
Tailwind’s investment team strives to consistently find best‐in‐class opportunities in marketable securities across multiple asset classes including public equities, fixed income, and real assets.
We source opportunities in marketable securities through a variety of active and passive strategies and structures including separate account managers, institutional mutual funds, and limited partnerships. Representing clients who are often exposed to the highest tax brackets, we seek strategies that can compound client capital over the long term in a tax-efficient and cost-efficient manner.
Private Investments
Working with top-tier third party sponsors, Tailwind pursues investments in privately held companies and other private assets that are not available in public markets. These investments can include both equity and credit investments, held directly and through funds. While private investments typically have reduced liquidity and transparency compared to public markets, they offer potential for higher returns, along with reduced portfolio volatility.
Tailwind performs deep due diligence to identify and partner with seasoned and successful sponsors, typically investing as a passive limited partner.
Real Estate
In addition to pursuing real estate investment opportunities through third party sponsors, Tailwind pursues direct property investments through its affiliate Tailwind Real Estate Equities (TREE), TREE identifies investment opportunities for Tailwind families through direct acquisitions, LP and GP equity with proven sponsors, and debt capitalization through mezzanine or preferred equity positions. We leverage our expertise through relationships with proven professionals, identifying opportunities to maximize value, while mitigating risk. Our real estate team has a flexible approach that allows us to respond quickly to market opportunities and conditions.
Since the formation of TREE and Tailwind Advisors, we have deployed over $200 million of equity in direct real estate investments with an aggregate asset value in excess of $1 billion. The majority of these assets are located in Texas and the southern US Region.
Oil & Gas
Tailwind partners with experienced third-party and affiliated industry veterans to identify, evaluate and negotiate attractive opportunities in the energy sector. We pursue direct investments in royalties, minerals and non‐operated working interests managed by best in class operators who have a proven track record of success developing both unconventional and conventional oil, liquids‐rich and dry gas reserves.
Through its affiliate, West Bend Energy Partners, Tailwind pursues producing and non-producing mineral interests, primarily in the Permian Basin. Partnering with an experienced team of oil and gas professionals, our focus in this effort is long-term value creation and cash flow generation.
We’re here to help you make your legacy matter.
For many client families, giving is a meaningful part of their stewardship of wealth. Tailwind Philanthropic Advisors assists clients as they give generously and build their legacies.
Within our suite of integrated wealth management services, we offer professional foundation management and philanthropic strategies to ultra-high net worth families. Together, we work to establish and actively support a long-term philanthropic vision that is aligned with each family’s financial goals and values.
Leveraging the extensive resources and deep expertise of Tailwind’s team, we lead with discretion, integrity and accountability in every action.
Philanthropic Advisory Services
DEFINE
Envision the desired impact of charitable giving and develop a long-term strategy.
STRUCTURE
Design a best-in-class model with outcomes serving defined charitable intentions.
INVEST
Develop strategies supporting the ongoing success of endowed giving & generational planning.
MANAGE
Provide turnkey service for foundation, grant and charitable giving management.
Our Team
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John Batton, CFA
Principal and Chief Investment Officer
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Jeff Dillard
Principal
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Stewart Henderson
Principal
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Joey Bryce, CFA
Principal and Director of Investments
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J. Searcy, SIOR, MAI
President of Tailwind Real Estate Equities
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Cathleen Redus
Director of Investment Operations
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Matt Olingy
Chief Financial Officer
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Shawn Hessing
Senior Advisor and Chief Compliance Officer
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Erica Parten
Director of Client Services
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Crockett Jurrius
Vice President, Investments
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Logan Tucker, CFA
Senior Investment Analyst
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Stephanie Herkenrath
Staff Accountant
READ BIO
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Anna Carr
Office Administrator
Chart your unique course. Build your financial legacy.
Excellence isn't just a value—it's our commitment.
With unwavering integrity, we are here to help you chart a course that preserves your legacy. We act as stewards of the wealth you’ve created, trusted for our transparency, focused attention and discretion. In all we do, we strive for excellence, integrity, and your prosperity.
Get in touch with the team at
Tailwind Advisors.
1320 S. University Drive
Suite 701
Fort Worth, TX 76107
Office: 817-708-3663
Fax: 817-732-4424