Founded in 2017, Requisite Capital Management is a Dallas-based registered investment advisor (RIA) that operates as a multi-family office. The firm was established by a team of experienced financial professionals with the mission to simplify the complexities that come with significant wealth for entrepreneurs and their families. Their services are designed to be holistic, integrating investment management, financial planning, and family office services such as tax and estate planning coordination, bill pay, and philanthropic advisory.

Founded in

United States