Since the 1960s, we have supported our Southwest clients in a multitude of ways. Today, we serve clients from offices in Dallas and Houston. Over the years, our wealth and investment management services have evolved alongside the region’s emergence as a home for major national corporations. As a client, you receive high-touch service from a team that delivers the firm’s global resources to help make the impact you desire.

Southwest

About Us

Influential people and institutions across the globe rely on Goldman Sachs to support them in all they do. Learn more about us, our purpose and our commitment to clients.

What We Offer

We offer holistic wealth services for clients with $10 million and more in investable assets. Discover how our private wealth advisors can partner with you to help you maximize your impact.

Client Stories

You define what success means for you. We help maximize it.

You define what success means for you. We help maximize it. 

https://privatewealth.goldmansachs.com/us/en/client-stories

Insights

Locations

Receive dedicated, high-touch service from teams located in the Americas, Europe, the Middle East and Africa, and Asia Pacific.

In the Lead

In the Lead is an initiative designed to help women maximize their impact in their wealth, philanthropy, legacy and beyond.

Taking the family business to new heights

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"By clicking “Continue” you acknowledge that Goldman Sachs Private Wealth Management will use your information as described in our <a href=\"https://www.goldmansachs.com/privacy-and-cookies/pwm-fpn.html\" target=\"_blank\">Privacy Policies</a> and request that we contact you to discuss our products and services. We may share your information with other Goldman Sachs businesses that are best equipped to support you and they may contact you directly. \r\n\r\n"

"The following questions will help us determine the right team for you."

"We look forward to connecting you to the right team to help make an impact with your wealth."

By clicking “Continue” you acknowledge that Goldman Sachs Private Wealth Management will use your information as described in our <a href="https://www.goldmansachs.com/privacy-and-cookies/pwm-fpn.html" target="_blank">Privacy Policies</a> and request that we contact you to discuss our products and services. We may share your information with other Goldman Sachs businesses that are best equipped to support you and they may contact you directly.

The following questions will help us determine the right team for you.

We look forward to connecting you to the right team to help make an impact with your wealth.

Since the 1960s, we have supported our Southwest clients in a multitude of ways. Today, we serve clients from offices in Austin, Dallas, Denver, and Houston. Over the years, our wealth and investment management services have evolved alongside the region’s emergence as a home for major national corporations. As a client, you receive high-touch service from a team that delivers the firm’s global resources to help make the impact you desire. 

"Since the 1960s, we have supported our Southwest clients in a multitude of ways. Today, we serve clients from offices in Austin, Dallas, Denver, and Houston. Over the years, our wealth and investment management services have evolved alongside the region’s emergence as a home for major national corporations. As a client, you receive high-touch service from a team that delivers the firm’s global resources to help make the impact you desire. "

"Southwest"

Austin

Dallas

Denver

Houston

"Connected to Our Communities"

Advisors

Average Client to Advisor Ratio

20-30

Nonprofit Clients

Community Volunteer Hours

7,000+

Connected to Our Communities

<h2>Philanthropy Spotlight  
</h2>
Goldman Sachs is committed to a wide range of causes across the Southwest. We have provided grants to support need-based financial aid at colleges and universities in the region. Recognizing the value of teamwork and diversity, we have for many years supported the U.S. Olympic &amp; Paralympic Foundation.

Maria Hinojosa

Aspen Experience

"Region Highlights"

Region Highlights

"Explore Insights"

In 2020, ESG contracts cemented their influence. A recent report by Goldman Sachs’ Equity Research unearthed new expectations seeded by governments and investors alike.

ESG Growing Ever Greener

There is perhaps no more impressive number to investors than that of the $12 trillion up for grabs, should UN sustainability goals be met by 2030.

The Science of Sustainability: ESG’s $12 Trillion Opportunity

We sat down with Abigail Pohlman, Head of the Sustainable Solutions Group for Goldman Sachs Private Wealth Management, to learn more.

Unpacking What ESG Investing Really Means

Discussion of the six 2021 Outlook themes.

Investment Strategy Group (ISG) Outlook Video Series

A paper from Goldman Sachs Institutional Client Solutions explores why organizations are turning toward outsourcing investment stewardship.

Why Nonprofits Are Turning to Outsourced CIOs

Goldman Sachs Institutional Client Solutions' portfolio managers discuss the approach to portfolio diversity.

Is a 60/40 Portfolio Still Worth It? Rethinking a Proven Approach

What's the best use of your time and talents to make an impact through giving? Goldman Sachs takes a deep dive into how nonprofits work, and how you can leverage your skills for those who need them most.

Getting Involved in Nonprofits

Advice from well-known Bay Area philanthropist, Kathy Kwan.

Expanding Your Philanthropic Network: Personal Lessons and Practical Advice

The seven steps in this article outline best practices for protecting your family from the rising number of cyber threats.

Protecting Your Family Online

Philanthropy is one way of sharing an enthusiasm for art with the world. But what steps should a collector take before donating artwork?

The Art of Donating Art

Despite growing up in a family with means, wealth psychology expert and coach Joel Treisman says money was often the “elephant in the room."

Talking About Family Money

Harvard Business School and Forbes 30 under 30 alum Jessica O. Matthews spoke to Goldman Sachs as part of Women's Series: Stories of Resilience.

Harnessing Your Power

From carbon footprint labels for apparel to probing questions for boardrooms about climate commitments, hear from 2 Goldman Sachs experts about where sustainable investing is headed.

The ESG swell is now a tsunami — are you riding the wave?

The new publication, Developing Your Sustainable Investing Strategy, from the PWM Sustainable Solutions Group at Goldman Sachs, outlines a five-step process you can use to navigate this ever-evolving sustainable investing landscape and establish a strategy to help you reach your long-term investment goals.

Developing Your Sustainable Investing Strategy

Stephanie Kenary from the Portfolio Management Group discusses a number of investment themes at the outset of the second quarter of 2024.

Quarterly Insights

Since the publication of our 2022 Outlook: Piloting Through, the financial markets, especially those of the US, have become much more volatile. Inevitably, clients are asking whether these price declines foreshadow a bear market in equities. Read more.



Still Piloting Through

The March 2022 edition of the Monthly Wrap

Monthly Wrap

Since the start of the Russian invasion of Ukraine on February 24th, global equity markets have been volatile. Clients are asking whether the worst of the equity market decline is behind us and whether our investment recommendation to stay invested is still valid. Read more.

Walking a High Wire

Here are three key takeaways from Yat Siu’s incisive and inspiring deep dive into the metaverse at Goldman Sachs’ recent Asia Investor Conference 2022.

An Incisive Dive into the Metaverse: 3 Key Insights with Yat Siu

Passing wealth is a common cause of family conflict, and can drive irreparable wedges between children, parents and relatives. Here are practical tips for how to transfer the family jewels with minimal friction. 


How to Pass Family Wealth With Minimal Friction

Here’s a framework, developed by seasoned Goldman Sachs wealth managers with experience helping families address wealth distribution, for how to approach estate-planning discussions with your parents. 

How to Talk to Your Parents About Estate Planning  

The question of impending recession has dominated financial news headlines and became a dominant topic of discussion for 2022. But who calls a recession and how?

Who calls a recession and how?

Selling a business can be exhilarating and exciting. When the transaction is complete, you will likely have more wealth than ever before. Given the time and complexity this high-stakes transaction requires, it can be easy to put wealth planning on hold, particularly with everything you’re already managing.

Planning to Sell Your Business? Plan for New Wealth too

We virtually convened specialists and leaders to speak on issue that impact the Next Generation. This article features a snapshot of discussion topics from the speakers below.

Setting Yourself up for Future Success

Dr. Chris Pierson, founder & CEO, BlackCloak, discusses cybersecurity and motives of cybercriminals in this Quick Takes video from In the Lead 2022.

Quick Takes: What Do Cybercriminals Want? 

Interest in investing in low-carbon technologies and decarbonization solutions continues to grow among investors. While many factors contribute to the momentum behind climate transition as an investment theme, key drivers include more commitments to “net-zero”, improving economics for renewable energy production, and rising economic and humanitarian consequences of climate change.

Navigating Carbon-Aware Portfolio Management

Dr. Joanne Stern, Family Wealth Preservation Consulting, discusses deepening your connection with your kids in this Quick Takes video from In the Lead 2022. 

Quick Takes: Deepen Your Connection With Your Kids 

Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets, Goldman Sachs, discusses alternative investing in this Quick Takes video from In the Lead 2022.

Quick Takes: Alternative Investing 

George Lee, Co-Chief Information Officer, Goldman Sachs, discusses blockchain and how to use it in this Quick Takes video from In the Lead.

Quick Takes: What is Blockchain and How Do We Use It?

Lydia Fenet, Christie's ambassador, auctioneer and author, discusses leadership and how to tap into our inner power in this Quick Takes video from In the Lead 2022.

Quick Takes: How To Be a Better Leader

Navyn Salem, Founder, Edesia Nutrition, discusses philanthropy and creating impactful non-profit organization in this Quick Takes video from In the Lead.

Quick Takes: Just Start, Then Pivot

In the Lead Video

You can have all the wealth in the world but it often won’t feel like enough if it’s not grounded in purpose. Wealth psychologist Dr. Jamie Traeger-Muney studies how wealth inheritors and creators approach the question of ‘what’s the purpose of my wealth?’

Finding the Purpose of Your Wealth

Our recent In the Lead event in Laguna Beach featured an inspiring lineup of speakers who shared insights on how women can maximize their impact and propel each other further. Read the Day 1 takeaways here. 

In the Lead 2023: Day 1 Takeaways

In a presentation for clients, David Solomon, chairman and chief executive officer of Goldman Sachs, and Sharmin Mossavar-Rahmani, chief investment officer of Wealth Management, recently discussed the macroeconomic landscape, recession, and geopolitics. Here are a few highlights from their conversation. 

A Conversation With David Solomon

Matt Weir, senior investment strategist for Goldman Sachs discusses mistakes to avoid in volatile or uncertain markets, in this Quick Takes video from At the Helm.

Quick Takes: Mistakes to Avoid in Volatile Markets 

At our At the Helm event, two successful entrepreneurs discussed how to build brands and businesses in the health and wellness industry. 

Find Solutions that Live Beyond You

Last year, something remarkably rare happened in the markets: both stocks and bonds saw negative returns. This simultaneous decline has occurred in only 2% of rolling 12-month periods since 1926.

Strategic Asset Allocation in the Face of Uncertainty

Carra Cote-Ackah, our head of Philanthropy Engagement and Legacy Planning for the Goldman Sachs Family Office, shared suggestions for how to clarify your intent and increase your self-awareness around how you relate to and use your wealth.  

Stay Invested in Your Legacy

Once the market has fallen into bear market territory, which happened this year around 3,800 on the S&P 500, the skew of returns going forward has been very attractive. Although the equity market could decline further in recession, investors must weigh that risk against potential upside.

Looking Ahead, ISG Sees a Favorable Skew for U.S. Equities

We can’t wait to see you at In the Lead!

Key lessons from a collection of today’s leaders, innovators and investors on how young visionaries can create lasting and meaningful impact, whether through philanthropy, investments, arts or entrepreneurial pursuits.

Creating an All-Inclusive Future

Diversity, equity and inclusion (DEI) have become top priorities for workplaces as well as investors. There are still many opportunities to advance DEI across the economy, but it is clear that championing diverse teams and investing with a diverse lens generates undeniable benefits. 

Incorporating Diversity, Equity and Inclusion in Your Portfolio

Here are the Day 2 takeaways from our recent In the Lead event, which featured an inspiring lineup of entrepreneurs, philanthropists and leaders. 

In the Lead 2023: Day 2 Takeaways

David Grutman sat down with Goldman Sachs Private Wealth Management's managing director Nicole Pullen Ross at Swan in Miami (his co-owned restaurant with Pharrell Williams) to share his gems of wisdom with fledging entrepreneurs.

David Grutman’s Advice for Future Founders

Investment accounts could get bigger via the power of compounding through earnings and/or dividends. Savings products like a high-interest savings account can grow by compound interest. Both types of compounding could help you make money on your money, but how compounding works varies.

The Power of Compounding: Earn Money on Your Money

China Report

Goldman Sachs | Private Wealth Management - Insights

Our extensive network curated to meet your needs

The role of private credit in a portfolio


Stephanie Kenary from the Portfolio Management Group discusses a number of investment themes at the outset of the second quarter of 2023.

Quarterly Update

In our second Goldman Sachs Family Office Investment Insights Report, Eyes on the Horizon, we explore how institutional family offices are allocating capital, leveraging the viewpoints of 165+ distinct family office decision makers globally. 

Family Office Investment Insights Report: Eyes on the Horizon

Saara Pritchard, partner at Art Intelligence Global, shares tips for new art collectors in this Quick Takes video from At the Helm.

Quick Takes: Building an Art Collection

While countless charities, nonprofits and social initiatives
seek to create a more equitable world, it’s equally
important they foster equity and inclusivity within their
respective organizations.

How to Promote Equity in an Organization

Amidst geopolitical risks, the road ahead can sometimes appear uncertain. That includes an escalation of the Ukraine-Russia war, and heightened tensions between the U.S. and China.

Understand How Geopolitics Impact Your Business and Family 

Women can launch investing collectives to network around investment opportunities.

Break Investing Barriers With Women-Led Groups

Can you take the complex global trends of the last 30 years and boil them down into one blanket term like “de-globalization?” Maybe. But John Waldron sees a more nuanced picture, one shifting alongside the evolving U.S.-China relationship.

De-globalization? Don’t oversimplify. It’s complicated.

Rachel Knaster, chief product officer at ASAPP, discusses how artificial intelligence can be applied for good in this Quick Takes video from our In the Lead event.

Quick Takes: the Future of Artificial Intelligence 

John Waldron, president and chief operating officer at Goldman Sachs, explains why “de-globalization” doesn’t capture today’s nuanced global relationships in this Quick Takes video from our In the Lead event.

Quick Takes: De-Globalization? It's Complicated. 

Michèle Flournoy, co-founder and managing partner at WestExec Advisors, shares how investors and businesses can be more resilient amid uncertainty and geopolitical risks in this Quick Takes video from our In the Lead event.  

Quick Takes: Geopolitics Impact Everyone 

Candace Nelson, angel investor and Sprinkles founder, shares her tips for new investors and entrepreneurs.

Quick Takes: Evaluating Business Potential 

Desiree Gruber, founder and CEO of Full Picture, explains how to flex your storytelling muscles to build your personal brand. 

Quick Takes: Craft Your Personal Story 

Anastasia Soare, founder of Anastasia Beverly Hills, shares how entrepreneurs can find success in this Quick Takes video from our In the Lead event. 

Quick Takes: Build a Successful Brand

Jennifer Aaker, General Atlantic professor at Stanford Business School, reveals the keys to a meaningful life in this Quick Takes video from our In the Lead event.  

Quick Takes: Find Your Life's Purpose

Allyson Felix, co-founder of Saysh, discusses the power of failure and perseverance in this Quick Takes video from our In the Lead event. 

Quick Takes: Embrace Challenges

Alexandra Idol, president of the Idol Family Foundation, shares helpful tips for philanthropists in this Quick Takes video from our In the Lead event.  

Quick Takes: Level Up Your Philanthropy 

Cultivating the ability to capture attention with the story that defines you can help you develop and promote your personal brand.

Your Brand Starts With a Six-Word Story

Anastasia Soare channeled her art and technical design knowledge to build a beauty empire. She advises new entrepreneurs to get used to rejection and remember that “no” doesn’t always mean the conversation is over.

Tap Your Expertise to Create Something New and Different

In her behavioral science research, Dr. Jennifer Aaker has sought to understand what creates meaning and happiness in people’s lives. The short answer is purpose, but what does that mean for each of us?

Boldness, Presence and Love Can Fuel Your Purpose 

Change starts with a simple question: Why? Use this question accelerate progress and promote a diversity of perspectives and experiences to problem-solving and innovation. 

Spark Change by Questioning the Status Quo

In the vast and often complex world of philanthropy, forging connections with the people you want to help is the best place to start. 

Forge Connections With the People You Want to Help

To say 2022 was a tumultuous year is an understatement. Equity markets dropped precipitously, interest rates rose at the fastest pace in decades and commodity prices gyrated in response to high inflation and geopolitical tensions. 

Read our views in our 2023 Outlook report, Caution: Heavy Fog.

Outlook 2023 – Caution: Heavy Fog

Illustrious singer-songwriter Ciara shared how she continues to see herself and be herself in all her ventures, balancing authenticity with the need to evolve, and turning moments of self-doubt into strength.


The Importance of Authenticity 

Seeking clarity on your investment options and asking fundamental questions can set you up for long-term success.

Key Fundamentals to Consider When Building Your Investment Portfolio

The beauty industry is a titan of business. With its total revenue sitting at approximately $571 billion, it’s a formidable industry even in times of recession. But how can someone break in and stand out in such a huge industry like this one? We spoke to four women founders in this space to hear their stories on how starting as a primary consumer helped take their own companies to the top of their game.

From Passion To Profit: Lessons from 4 Beauty Moguls

Amid volatile markets, divided politics and an uncertain economic outlook, nonprofit organizations face financial responsibilities and risks that pull in many directions. At Goldman Sachs’ 13th Institutional Client Symposium in New York, speakers offered guidance to help navigate these tensions and prosper.

How to Further Your Organization’s Mission

Amid volatile markets, divided politics and an uncertain economic outlook, nonprofit organizations face financial responsibilities and risks that pull in many directions.
At Goldman Sachs’ 13th Institutional Client Symposium in New York, speakers offered guidance to help navigate these tensions and prosper.

Stephanie Kenary from the Portfolio Management Group discusses a number of investment themes at the outset of the third quarter of 2023.

Establishing, building and nurturing a strong network is important. Your trusted connections can help you launch and evaluate business deals, and act as a valuable sounding board for new opportunities.

Build a Women-Led Investment Network 

Despite a swift and significant shift in financial conditions
complicating an already challenging macro environment, family
offices are focused on identifying opportunities to create more
value for future generations and maximize their impact.

Uncovering Opportunities in an Uncertain Landscape

Discover current trends and opportunities in the music industry. 

How the Music Industry Is Changing Its Tune

Over 2,000 years ago, Aristotle already had an answer for people who ask today: “How hard can it be to give away money?” It is indeed quite easy to just give money away; but as many philanthropists have experienced, giving money away in a thoughtful and effective manner can be quite challenging. In particular, finding and funding effective nonprofit organizations is no easy matter.