Cypress Point Wealth Management
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Boutique family office in Texas
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Claim This Profile →About Cypress Point Wealth Management
Cypress Point Wealth Management — Boutique family office in Texas. Founded in 2008, their team specializes in Wealth Management, Family Office Services, Investment Advisory, Tax Planning. They serve Business Owners, Tech Executives, Multi-Generational clients, with clients in TX, CO. Fees are structured on a 0.8% AUM basis.
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0.8% AUM