Robert S. Kaplan, former President and CEO of the Federal Reserve Bank of Dallas and former Vice Chair and CEO of the Investment Banking and Asset Management Division at Goldman Sachs, and William (Bill) D. Rowe II, Founder, Chairman and CEO of Rowe Global, joined Sam L. Susser, Chairman and CEO of Susser Bank, for a 2024 Economic Outlook discussion at Old Parkland with 100 clients and bank executives in attendance. Together, they discussed the 2024 economic outlook, recent trends and developments in the national and Texas economy and opportunities for Texas businesses and communities. 

Rowe moderated the panel where Kaplan discussed inflation, interest rates, US fiscal policy and stressed the importance of investing in education in Texas. Susser discussed the current state of banking in Texas and addressed the root cause and aftermath of the three bank failures that occurred in March of 2023. 

During the conversation, Susser shared that the Bank was highly liquid, well capitalized and had a successful year, crossing over the $2.2 billion mark for the first time. Susser Bank continues to focus on core deposits, investing in technology and cultivating a team of talented bankers to solve what’s next for our clients. 

As the meeting drew to a close, the group expressed optimism about continued population growth and the short and long-term future of Texas and its leading role in our nation’s innovation and business growth. 

Founded 63 years ago, Susser Bank has operated under the ownership and direction of Susser Banc Holdings Corporation since July 2, 2018. 

Susser Bank is a Texas-based company offering a full suite of personal and commercial banking solutions with branches in Dallas, Arlington, Bedford, Fort Worth, Garland, Houston, San Antonio, Round Rock and an LPO in Austin. The company is a diversified bank with robust capital, liquidity, and leading-edge technology led by the Susser family and a legacy of six generations of Texas entrepreneurs. Susser Bank is dedicated to building long-term client relationships and providing outstanding financial solutions that strengthen Texas. More information is available at susserbank.com.

True North Advisors, LLC (“True North”), a Texas-based registered investment adviser (“RIA”), today announced it has entered into a strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services holding company, and HGGC, a firm focused on partnership investing. WPCG and HGGC have made a minority equity investment in True North to help accelerate True North’s growth via targeted acquisitions. The management team of True North remain majority shareholders and will continue to control the decision-making and operations of the firm. 

Founded in 2000 by Scott Wood and Mark Gehlbach, True North is one of the fastest growing RIAs in Texas¹ and one of the top 150 RIAs in the country². Headquartered in Dallas with an additional office in Fort Worth, the firm serves significant business owners, entrepreneurs, and families with wealth planning, investment management and business transaction planning solutions. In addition, True North oversees a growing, turnkey alternative investment platform, Western Alternative Strategies, that offers exclusive access to institutional-quality private investments. The firm manages over $3.3 billion in assets under management.

True North’s partnership with WPCG and HGGC will allow the firm to remain focused on serving its clients while expanding its presence in Texas and the Southwest, where True North’s leadership and brand is well established and highly regarded.  

“We are confident that this partnership will open up new opportunities for growth, creativity, and success,” said Mark Gehlbach, President and Co-founder of True North. “WPCG’s expertise in identifying strategic opportunities will undoubtedly enrich the depth and breadth of our core offerings, providing our clients with even more comprehensive solutions,” added Scott Wood, CEO and Co-founder of True North. 

“With a deep and experienced management team, strong regional brand and a unique approach to planning and investments, True North is poised to become the leading wealth management firm in the Southwest,” said John Copeland, Managing Partner of WPCG. “We are excited to partner with Scott, Mark and the entire True North team in growing the firm and attracting the highest level of advisory talent.”

“True North is well positioned to expand its platform, and we are pleased to bring additional resources to help the firm continue its momentum through both organic growth and strategic M&A,” said Neil White, President of HGGC. “We look forward to supporting the management team on these and other business-building initiatives in the coming years.” HGGC will invest in True North via Aspire Holdings, a holding company dedicated to investing in the wealth management space.

The partnership closed January 22, 2024. Financial and legal terms of the transaction will not be disclosed. Colchester Partners LLC served as the financial advisor to True North. Alston & Bird and Kirkland & Ellis LLP served as legal counsel to True North and the new investor group, respectively.

About True North Advisors

True North Advisors is a privately-owned Multi-Family Office serving families, business owners and entrepreneurs with the highest level of service since 2000. The firm’s mission is Fulfilling Lives™, and it delivers on this promise by providing integrated wealth planning, investment, and alternative solutions that create multi-generational portfolio longevity. The firm has over $3.3B in assets under management (as of 12/31/23), and has been recognized by Forbes / SHOOK Research as one of the 2023 Top 150 RIAs in America, recognized throughout North Texas as the #1 Best Place to Work in the Medium Sized Business Category by Dallas Business Journal, consecutively honored as a Top Wealth Management Firm and Best Financial Planner by D Magazine, and ranked as one of the Fastest Growing Middle Market 50 Businesses in Dallas. For more information, please visitwww.truenorthadvisors.com.

About Wealth Partners Capital Group

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG assists its partner firms by identifying and integrating like-minded wealth advisers who seek access to expanded business capabilities, strategic growth and/or customized transition solutions. For more information, please visit www.wealthpcg.com.

About HGGC

HGGC is a leading middle-market investment firm based in Palo Alto, Calif. with over $6.9 billion in cumulative capital commitments. HGGC is focused on partnerships with management teams, founders and sponsors who reinvest alongside HGGC, creating a strong alignment of interests. HGGC makes investments in RIAs via its Aspire Holdings platform, which is targeting $300 million of total investment in the space. More information is available at hggc.com.

There is a big weekend coming up in the pizza world. National Pizza Day is Friday, Feb. 9, and the big game on Sunday, Feb. 11 marks the single largest pizza delivery day of the year. Dough Bro’s Italian Kitchen is celebrating all weekend long by offering a special package for pizza lovers regardless of what they’re celebrating.

From Feb. 9-11, at all four North Texas Dough Bro’s locations, diners can order any large specialty pizza and receive an additional pizza for half price. Wash it all down with a free 2-liter soda. This special is good for all dine-in* and take out orders.

LOCATIONS:

FARMERS BRANCH

1980 LBJ Freeway

Farmer’s Branch, TX 75234

469-850-6501

*take out only at this location

DALLAS/KELLER SPRINGS

5181 Keller Springs Road

Dallas, TX 75248

469-248-0058

PLANO

1941 Preston Road, #1004

Plano, TX 75093

972-407-9500

BEDFORD

1601 Airport Freeway

Bedford, TX 75021

817-438-8026

ABOUT DOUGH BRO’S

Since 2011, Dough Bro’s has celebrated the world’s most perfect food – pizza! Dough Bro’s Italian Kitchen takes pride in serving modern versions of your favorite classic dishes made with the finest fresh, local ingredients. Our dough is made in-house daily with locally sourced honey and is the foundation of our award-winning pizza and calzones. Seasonal local ingredients inspire our weekly chef features and our scratch-made specialties. We make craft pizza, and we appreciate the time and effort it takes to make something truly unique. Dough Bro’s wants to be your destination for fun, food and festivities. For more information, visit doughbro.com.

ABOUT PUNCH BOWL SOCIAL

As the proud host of the unexpected, Punch Bowl Social’s mission is to bring people together through a one of a kind offering of food, fun, first-rate hospitality, and exceptional entertainment. Scratch kitchens, craft cocktails, social gaming, and music are presented in eclectic and creatively designed spaces to provide the perfect setting for unforgettable experiences. Whether you’re looking to have a night out with friends or want to host THE event of the season, Punch Bowl Social has you.

Website: https://punchbowlsocial.com

social media: @punchbowlsocial

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Are you feeling overwhelmed by the thought of moving to a new space? Don't worry, we've got you covered! Here, we will share expert tips and tricks on how to effectively declutter and downsize your space in 2024. Whether you're moving to a new home or office, these strategies will help you streamline the process and make your move a breeze.

Why Decluttering and Downsizing Matters

Decluttering and downsizing before a move is essential for several reasons. First, it allows you to get rid of unnecessary items and create a fresh start in your new space. Second, it helps you save time and money during the moving process. The less you have to pack and transport, the smoother and more cost-effective your move will be. Lastly, decluttering and downsizing can have a positive impact on your mental well-being, as it promotes a sense of organization and reduces stress.

Step-by-Step Guide to Decluttering and Downsizing

1. Start Early and Set Goals

Begin the decluttering process well in advance of your move. Set specific goals for each room or area you plan to tackle. This will help you stay focused and motivated throughout the process.

2. Sort and Categorize

Go through your belongings and categorize them into three groups: keep, donate/sell, and discard. Be honest with yourself and only keep items that you truly need or love. Consider donating or selling items that are in good condition but no longer serve a purpose for you.

3. Maximize Storage Space

Make the most of your storage space by utilizing smart organization solutions. Invest in storage bins, shelves, and drawer dividers to keep your belongings neatly organized. This will not only make packing and unpacking easier but also help you optimize your new space.

4. Digitize Documents and Photos

Reduce paper clutter by digitizing important documents and photos. Scan and save them on your computer or in the cloud. This will not only save physical space but also ensure that your important files are easily accessible and protected.

5. Seek Professional Help

If you find the decluttering and downsizing process overwhelming, consider hiring a professional moving company. They have the expertise and experience to assist you in efficiently organizing and packing your belongings. They can also provide valuable advice on storage solutions and logistics.

Decluttering and downsizing your space before a move is a crucial step in ensuring a smooth and stress-free transition. By following the step-by-step guide provided in this blog post, you'll be able to streamline the process and make the most of your new space. Remember, starting early and setting goals, sorting and categorizing, maximizing storage space, digitizing documents and photos, and seeking professional help are key strategies for a successful move.

Premier Designs & Moving specializes in moving services, art installation, and packing and organization. For the past 5 years, Premier Designs & Moving have been securing your valuables and moving them with ease, handling your objects with care, and packing and unpacking your assets so you can focus on the more important aspects of moving. All our packing services are designed to make your move efficient and streamlined. We’re not just any residential moving service, we pride ourselves on providing you with the service you expect from our name. For the best home movers in Dallas, TX, call Premier Designs & Moving at (469) 859-5454.