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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Tannery & Company Wealth Management

Multi family office in Richardson, United States, founded 2003; focus on real estate.

Identity

HEADQUARTERS
Richardson, United States
FOUNDED
2003

Investment approach

SECTORS
Real Estate & PropTech

Overview

This multi family office is based in Richardson, United States; it was founded in 2003. Listed sector interests include real estate. 5 people are named on its team.

People

  • Michael Tannery
    Principal Advisor · source
  • Tina Tannery
    Tax Coordinator, Registered Representative · source
  • Ashley Graban
    Practice Manager · source
  • Katie Goldberg
    Chief Relationship Officer · source
  • Cooper Westbook
    CPA, Senior Tax and Business Advisor · source

Frequently asked questions

Tannery & Company Wealth Management is a multi family office based in Richardson, the United States, founded in 2003.

Tannery & Company Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.

Tannery & Company Wealth Management invests in Real Estate & PropTech.

Key people at Tannery & Company Wealth Management include Michael Tannery (Principal Advisor), Tina Tannery (Tax Coordinator, Registered Representative), Ashley Graban (Practice Manager) and Katie Goldberg (Chief Relationship Officer).