Citywealth Leaders List: Top 50 Texas Wealth Advisors and Managers 2026

Byline: Karen Jones, founder of Citywealth, has more than 20 years’ experience in global private wealth.

Texas Top 50: Wealth, Migration and a More International Market

Texas is attracting wealthy families, entrepreneurs and companies, drawn by its lack of state income tax, relatively low living costs and strong business environment. Oil and gas remain important sources of wealth, particularly in Houston, but the state’s economy has become much more diverse. Private equity, property, technology, healthcare, aerospace, manufacturing and energy infrastructure now contribute to a broader wealth market. Dallas has developed into a major financial and corporate centre, while Austin is established as a technology hub. Advisers report continued movement from higher tax states such as California and New York, with particularly strong growth around Dallas and Fort Worth. Tax is an important factor, but families are also looking for business opportunities, larger homes and the ability to build wealth for future generations.

The international character of Texas wealth is also growing. Advisers continue to work with Mexican families whose businesses, investments and relatives are spread across both countries, while more British and European families are arriving with pensions, property and investments that can create complex tax and inheritance issues. Foreign estates holding US assets may face delays while waiting for an IRS transfer certificate, during which financial accounts can be frozen. Advance planning through trusts and private trust companies can help avoid disruption. Families are also making greater use of family offices, partnerships and governance structures to retain control while preparing the next generation. The Texas Top 50 recognises the advisers helping families navigate this changing market.

Read the Texas article here

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Author: Karen Jones is the founder of Citywealth and a wealth management commentator with more than 20 years’ experience across global private wealth, family offices and succession. Before founding Citywealth in 2005, she held publishing roles at The Times and The Sunday Times, London; Legal Business magazine and worked on the Asia Pacific Legal 500.