Todd R. Amacher

Managing Director at Robertson, Griege & Thoele

Todd R. Amacher

Todd R. Amacher

Managing Director at Robertson, Griege & Thoele

Biography

Todd Amacher joined RGT* in 2004 and currently serves as a Managing Director. He came to the firm with over 10 years of experience in estate, gift and income tax planning. Earlier in his career, Todd was involved in the tax departments of both a “Big Four” accounting firm and an international law firm.

Working as a facilitator between our clients and their outside attorneys and CPAs, Todd helps to align estate planning, charitable planning and asset protection with investment management goals. He also analyzes the cash flow, tax and other financial ramifications of proposed divorce settlements.

Not only has Todd been recognized as one of the top attorneys in Dallas by D Magazine, but he has also been honored by the magazine numerous times as one of the best financial planners.

Generous with his time, Todd has been involved in numerous professional, pro bono and charitable organizations, including the AICPA, the Dallas Bar, Dallas Estate Planning Council, Financial Planning Association, The Collaborative Law Institute of Texas, The Dallas Foundation, SPCA of Texas and the Texas A&M Club. He has also volunteered with Junior Achievement, teaching children the importance of financial education.

Todd received his Bachelor of Business Administration from Texas A&M University and both his Juris Doctor and Master in Business Administration degrees from Baylor University. He is an attorney, a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®.

Overview
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742

Number of Boards

1

Number of Awards

3

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Partner & Financial Planner at Legacy CG LLC

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Chairman & Chief Executive Officer at Summit Alliance Companies

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Partner at Bell Nunnally & Martin LLP

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Member, Advisory Council at The Dallas Foundation

Relationship likelihood: Strong

Attorney at Glast Phillips & Murray PC

Relationship likelihood: Strong

Leader, Individual Tax & Advisory Practice Group at Travis Wolff, LLP

Relationship likelihood: Strong

Shareholder at Mincey-Carter, PC

Relationship likelihood: Strong

Senior Advisor at Strategic Wealth Partners

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Associate at Kroney Morse Lan P.C.

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Shareholder at Kroney Morse Lan P.C.

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Todd R. Amacher
Managing Director at Robertson, Griege & Thoele
Education
Law Degree
Class of 1995

Baylor Law School is the oldest law school in Texas. Baylor Law School is affiliated with Baylor University and located in Waco, Texas. The school has been accredited by the American Bar Association since 1931, and has been a member of the Association of American Law Schools since 1938.

Masters in Business Administration
Class of 1995

Baylor University's Hankamer School of Business has a visionary standard. Integrity stands shoulder-to-shoulder with analytic and strategic strengths. The School's top-ranked programs combine rigorous classroom learning, hands-on experience in the real world, a solid foundation in ethical values and a global outlook.

Bachelor's in Business Administration
Class of 1990

Texas A&M University (A&M or TAMU) is a coeducational public research university located in College Station, Texas, United States. It is the flagship institution of the Texas A&M University System, the fourth-largest university in the United States and the largest university in Texas.Texas A&M's designation as a land, sea, and space grant institution reflects a broad range of research with ongoing projects funded by agencies such as the National Aeronautics and Space Administration (NASA), the National Institutes of Health, the National Science Foundation, and the Office of Naval Research. The school ranks in the top 20 American research institutes in terms of funding and has made notable contributions to such fields as animal cloning and petroleum engineering.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Member
Current

The Dallas Bar Association or DBA is a professional organization providing resources for attorneys and the public in the city of Dallas, Texas. Founded in 1873, the DBA is a voluntary professional association of 10,000+ lawyers. It is dedicated to the continuing education of its members, as well as community programs. For years, the Dallas Bar Association headquarters were housed in the offices of the then-current president. In 1937, headquarters were established in a small space under the stairs of the Old Red Courthouse. Ten years later, the DBA was the state’s first bar association to incorporate. Incorporators envisioned the Association someday being housed in its own building.

Career History
Managing Director
2004 - Current

RGT Capital Management's investment advice is based on each client's financial goals, objectives and risk tolerance. A managed account client's portfolio may include various investments, not necessarily recommended by RGT, such as multiple brokerage, bank or other custodial accounts; interests in private funds; ownership interest in private companies, franchises or other entities; real estate property or land rights; and a variety of other outside investments. As appropriate, the firm recommends direct investments in real estate, oil & gas, private equity, and/or venture capital through private funds, some which are managed by RGT. They recommend investment in individual stocks, bonds, equity accounts managed by other entities, and no-load and low-load mutual funds. The mutual funds RGT uses invest in: equity securities; corporate bonds; government bonds; notes and bills; commercial paper; and cash equivalents, such as money market accounts and CDs. For some, RGT engages sub-advisors that often purchase individual fixed income securities such as municipal or taxable bonds rather than fixed income mutual funds.RGT currently advises funds that are open to qualified clients for investment as appropriate for their financial position and investment objectives: the Closed Private Funds and the Growth Capital Fund. The Closed Private Funds have specifically defined underlying investments, and are closed to new investors and additional contributions.The Growth Capital Funds include both single strategy and multi strategy funds that are valued quarterly. Some of the funds have income and liquidity features following an initial investment period. RGT Holdings III LLC is the general partner of the Growth Capital Funds. The Single Strategy Funds include: Growth Capital Energy LP, Growth Capital Private Equity LP, and Growth Capital Real Estate LP. The Multi Strategy Funds include the following: Growth Capital Diversified Fund LP and the Growth Capital QP Diversified Fund LP.^

Boards & Committees
Member, Advisory Council
Current

The Dallas Foundation operates as community foundation in the state of Texas. It helps donors create charitable funds that reflect their interests and provides nonprofits with resources they need to serve the community. The company was founded in 1929 and is headquartered in Dallas, TX.

Awards & Honors
CPA (Certified Public Accountant)
CFP (Certified Financial Planner)
Certified Divorce Financial Analyst
Other Affiliations

Todd R. Amacher is affiliated with Robertson, Griege & Thoele, The Dallas Foundation

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