More family offices from nearby areas.
Class VI Family Office, LLC
Denver, CO | Multi-family office | Founded 2005
Class VI Family Office is a multi-family office serving entrepreneurs, business owners, and executives, including families navigating business liquidity events. Its services include wealth planning, tax efficiency, asset protection, philanthropy, and coordination with other advisers.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Perot Investments Inc.
Dallas, TX | Single family office | Founded 1984
Perot Investments manages the wealth and investments of the Perot family, whose business history includes information technology services and real estate development. Its stated investment areas span public and private equity, venture capital, hedge funds, natural resources, aviation, and land.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Venture Capital, Hedge Funds, Real Estate
- Wealth source
- Perot family; information technology services and real estate development
Wilks Brothers, LLC
Cisco, TX | Single family office | Founded 2011
Wilks Brothers is a family-controlled office formed to hold and invest the Wilks family's capital. The family built its wealth in masonry and hydraulic fracturing, and the office invests across energy, real estate, land, ranching, manufacturing, construction, and related businesses.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Public Equities, Direct Investments
- Wealth source
- Wilks family; proceeds from the sale of a hydraulic fracturing business
Black Forest Ventures, LLC
The Woodlands, TX | Single family office | Founded 2009
Black Forest Ventures is a single-family office and asset management firm founded by the Laukien family. It manages long-term investments across commercial real estate, aviation, hospitality, and technology.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Laukien family; scientific instrumentation business
Jaggi Family Office
Tucson, AZ | Single family office | Founded 2011
The Jaggi Family Office manages family wealth through investments in real estate and early-stage technology. Its real estate activity includes acquisitions and development across property sectors, with a focus on build-to-rent projects.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Direct Investments, Funds
- Wealth source
- Jaggi family; proceeds from mortgage banking and technology and real estate company exits
Westcott Industries LLC
Dallas, TX | Single family office | Founded 2019
Westcott Industries is a private investment platform with interests in real estate, technology, energy, finance and consumer services. The family’s business history includes automotive dealerships and companies in automotive services, flowers, communications and venture investments.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Hedge Funds
- Wealth source
- Westcott family; automotive dealerships and business sales
Southern Wealth Management, LLP
Dallas, TX | Multi-family office | Founded 2005
Southern Wealth Management is a multi-family office that provides coordinated financial guidance to individuals and families. Its services include financial advice and planning, business valuation, estate and tax planning, investment consulting, and back-office management.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
True North Advisors, LLC
Dallas, TX | Multi-family office | Founded 2000
True North Advisors is a multi-family office and wealth management firm serving families, entrepreneurs, business owners, and institutions. It provides wealth planning and investment management, including private investment offerings through its alternative strategies platform.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
Trek One Capital, LLC
Houston, TX | Single family office | Founded 2023
Trek One Capital is a family office backed investment firm focused on acquisitions and strategic investments in lower and middle market businesses. It works with operators and capital partners across operating businesses, real assets, natural resource development, consumer brands, and environmental infrastructure.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Infrastructure, Direct Investments
- Wealth source
- Not stated
Fortitude Family Office, LLC
Scottsdale, AZ | Multi-family office | Founded 2021
Fortitude Family Office is a privately owned multi-family office serving individuals, business owners, institutions, and families. Its services include wealth management, investment advice, tax, accounting, philanthropy, and business operations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds, Private Credit, Real Estate
Mantucket Capital
Greenwood Village, CO | Single family office | Founded 1998
Mantucket Capital is a single-family office that invests in private equity, private debt and special situations across multiple industries. It partners with management teams to support business growth.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate
- Wealth source
- Not stated
CNTR Capital
Denver, CO | Single family office | Founded 2013
CNTR Capital manages assets for the Kunzi family and invests in small and medium-sized service businesses. Its current portfolio includes fitness technology, a health and wellness application, and commercial appliance repair and maintenance services.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds
- Wealth source
- Kunzi family
Jumana Capital
Houston, TX | Single family office | Founded 2018
Jumana is a single family office that partners with entrepreneur-led companies using flexible, long-term capital. Its stated areas span private equity, energy, telecommunications, retail, business services, healthcare, manufacturing, and technology.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Infrastructure, Funds
- Wealth source
- Not stated
Mt. Vernon Investments, LP
Dallas, TX | Single family office | Founded 2002
Mt. Vernon Investments is a single family office for the Troutt family, whose wealth is associated with the founding of Excel Communications. It manages investments across public equities, private equity, venture capital and real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities, Real Estate
- Wealth source
- Troutt family; proceeds from founding Excel Communications
CĒDRUS Financial - Family Office Services
Littleton, CO | Multi-family office | Founded 2008
CĒDRUS Financial is a family advisory firm that helps client families coordinate wealth growth and protection strategies with family goals. Its stated investment area is fund of funds strategies.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds