Talis Advisory Services, LLC is a Dallas-based independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates as a multi-family office, providing comprehensive and customized financial planning, investment management, and advisory services. Founded on the principle of providing conflict-free advice, Talis serves a select group of ultra-high-net-worth clients, focusing on holistic, long-term strategies that encompass investment consulting, wealth enhancement, wealth transfer, and charitable giving. They emphasize their fiduciary duty to act in their clients' best interests.

Founded in

United States