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Austin Multi Family Offices List

This list covers multi family offices based in Austin, Texas. It includes 8 firms, all classified as multi family offices. Their recorded interests span private equity and venture capital, alongside hedge funds, private investments, trust services and several advisory and planning areas. That mix may help founders, business owners and fund managers identify firms whose stated activities are relevant to a particular financing or investment conversation. Five profiles disclose assets under management, while the rest do not show that field publicly. Treat the focus labels as starting points for research rather than confirmation of an active mandate or appetite for a specific transaction. The profiles can help you compare firms and prepare a more informed approach. For additional screening, the full list includes contact data and decision makers, along with check size fields where available.

At a glance

  • All 8 listed firms are multi family offices based in Austin.
  • Private equity appears as a focus for 3 firms, and venture capital for 2.
  • Five firms disclose assets under management.
  • Recorded founding years range from 2000 to 2019, with 4 founded after 2010.

Family office profiles (8)

Coverage here is limited to 8 Austin multi family offices, and the team can help scope a wider search.

Want more family offices in this area?

Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.

Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.

Tolleson Private Wealth Management

Austin, TX | Multi-family office | Founded 2000

Tolleson Private Wealth Management began as a private office managing one family’s assets and now serves other families. Its services include private wealth management, trusteeship and private banking.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated

LBJ Family Wealth Advisors, Ltd

Austin, TX | Multi-family office | Founded 2006

LBJ Family Wealth Advisors is a multi-family office that manages investments for the heirs of the Johnson family and other families. Its investment areas include marketable securities, energy, timber, real estate, and private equity.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Direct Investments
  • Private Equity
  • Hedge Funds

SineCera Capital, LLC

Austin, TX | Multi-family office | Founded 2019

SineCera Capital is a multi-family office and wealth advisory firm serving high-net-worth clients. It provides investment advice and services alongside financial planning.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Financial Planning
  • Investment Advisory
  • Private Investments
  • Estate Planning
  • Trust Services
  • Banking And Lending

Green Source Holdings LLC

Austin, TX | Multi-family office | Founded 2007

Green Source Holdings is a multifamily office investment vehicle focused on identifying and developing businesses using disruptive and transformational technologies.

AUM range
Under $50M
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Technology

Custos Family Office

Austin, TX | Multi-family office | Founded 2018

Custos Family Office coordinates financial services for client families, supporting wealth management across life stages and generations. Its services include risk assessment, diversification, asset growth, and planning for lifestyle and philanthropic goals.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Risk Management
  • Diversification
  • Philanthropy
  • Intergenerational Planning

Davenforth

Austin, TX | Multi-family office | Founded 2012

Davenforth is a multi-family office and shared investment vehicle for two founding families. It invests in and acquires operating businesses, with a focus on cloud communications, through minority and majority equity investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
  • Private Equity
  • Venture Capital
  • Cloud Communications
  • B2B
  • Telecommunications

Capital Family Holdings, Inc.

Austin, TX | Multi-family office | Founded 2008

Capital Family Holdings makes opportunistic investments in public and private opportunities across industries and asset classes. It invests with a long-term holding period and partners with businesses seeking capital or growth.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Real Estate, Infrastructure, Direct Investments
  • Hospitality
  • Oil And Gas
  • Real Estate
  • Business Services
  • Industrials
  • Infrastructure

Capital Creek Partners

Austin, TX | Multi-family office | Founded 2018

Capital Creek Partners is a multi-family office and investment partner serving families, foundations, endowments, and private investment companies.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones & Fund Manager Investing
Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones & Fund Manager InvestingAn interview about a Midwest multi-family office investor mandate focused on opportunity zones and fund manager investing.

Coverage here is limited to 8 Austin multi family offices, and the team can help scope a wider search.

Want more family offices in this area?

Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.

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Questions about this list

What does this Austin list include?

It includes 8 firms classified as multi family offices and located in Austin.The listed focus areas include private equity, venture capital, hedge funds, private investments, trust services and advisory or planning services.

How should I use the focus areas when screening firms?

Use them to form an initial shortlist, then check each firm’s public profile and investment activity for relevance to your company, fund or research question. Focus labels describe recorded areas of interest. They do not confirm a current mandate, available capital or willingness to consider a particular opportunity.

How can I approach these offices well?

Make the first message specific to the office’s recorded interests and explain the opportunity clearly. Include the stage, sector, capital sought and a concise reason for the fit. Keep supporting materials easy to review, and verify the appropriate decision maker and process before sending a detailed proposal.

Why do only some profiles show assets under management?

Five firms in this list have disclosed assets under management in their public profile data. The remaining profiles do not provide that field. Disclosure varies, so the presence or absence of an AUM figure should not be treated as a complete measure of a firm’s resources or suitability.

What does the full list add?

The full list adds contact data, decision makers and check size fields to support further research and outreach planning. These details can help you identify relevant people and compare available information. Requesting the list does not imply an introduction or predict an investment outcome.

Request the full list

Request the full Austin list

Use the form to request the full list with contact data, decision makers and check size fields. These details can support your research and help you plan relevant outreach to Austin multi family offices. No introductions, funding or outcomes are promised.

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