TODAY
TOMORROW
AND BEYOND

Individually-tailored solutions that empower families to understand, organize, and plan their financial lives.

Cypress Point

HOW WE CAN SERVE

Family Services

Family Offices Services

Foundation/Donor-Advised Fund Management

Legal Document & Investment Proposal Review

Real Estate Purchase, Sale & Management

Aircraft & Vehicle Coordination

Source, Coordinate & Manage Liabilities

Personal & Enterprise Level Cash Flow Analysis

Entity/Trust Formation & Management

Vendor Screening & Oversight

Consolidated Financial & Investment Reporting

Personal/Entity Bill Pay

Tax Compliance & Filing Oversight

Personal Concierge Service

Legal, Tax & Other Professional Coordination

Multi-Generational Planning

Wealth Planning

Wealth Planning

Balance Sheet Analysis

Cash Flow Planning

Source, Coordinate & Manage Insurance

Financial Independence Analysis

Tax & Estate Planning

Investment Management

Investment Management

Investment Policy Statement Design

Personalized Asset Allocation

Disciplined Portfolio Rebalancing

Tax Aware Portfolio Construction

we listen
we learn
we PLAN
we EXECUTE
to you
from you
WITH YOU
for you

JAMES F. KULL

Co-Founder and Managing Director


Jimmy Kull JD, CFA, CFP graduated from Washington & Lee University with a bachelor’s degree in history. Mr. Kull also received a JD from The University of Texas School of Law. Prior to founding Cypress Point, Mr. Kull served as a corporate attorney for a large international law firm as well as an advisor at a wealth management firm.

William W. Taylor

Co-Founder and Managing Director


William Taylor, CPWA graduated from Texas A&M University with a bachelor’s degree in finance. Prior to founding Cypress Point, Mr. Taylor served as an advisor at a wealth management firm.

William H. Litton

Director


William Litton graduated from Washington & Lee University with a bachelor’s degree in business administration. Prior to joining Cypress Point, Mr. Litton served as a vice president in corporate and investment banking and commercial banking at two national financial institutions.

Colesen C. Evans

Director


Cole Evans, JD graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in business administration. Mr. Evans also received a JD from the University of Texas School of Law, graduating with honors. Prior to joining Cypress Point, Mr. Evans served as a real estate and finance attorney at a national law firm.

Brandon D. Ratzlaff

Director


Brandon Ratzlaff, CFP graduated from Texas Tech University with a bachelor’s degree in business and marketing and a master’s degree in personal financial planning. Mr. Ratzlaff also received a Master of Business Administration degree from the University of Texas at Dallas. Prior to joining Cypress Point, Mr. Ratzlaff served as an advisor at a wealth management firm.

R. Scott Boyd

Director


Scott Boyd graduated from West Texas A&M University with a bachelor’s degree in finance. Prior to joining Cypress Point, Mr. Boyd served as a vice president at a clearing firm as well as CEO of the broker dealer at a large proprietary trading firm.

Ai Vee McAninch

Senior Vice President


Ai Vee McAninch, CPA, graduated from University of North Texas with a Masters of Science in Audit and Financial Accounting. Prior to joining Cypress Point, Mrs. McAninch served as a director of accounting at a national health insurance company.

Adrianne Sifuentes

Vice President


Adrianne Sifuentes, CPA, graduated from Southern Methodist University with both a Bachelor of Business Administration and a Masters of Science in Accounting. Prior to joining Cypress Point, Mrs. Sifuentes served as a senior valuation accountant at a multi-billion dollar hedge fund.

Dallas Office

3838 Oak Lawn Avenue | Suite 1550
Dallas, Texas 75219

Austin Office

4201 Bee Cave Road | Suite C201
West Lake Hills, Texas 78746