City and office type
This list covers 22 multi family offices recorded in Dallas, Texas, United States. The profiles show a mix of investment interests: real estate and private equity are the most frequent, followed by hedge funds, fixed income and technology. Retail, multifamily and oil and gas also appear among the recorded focus areas. For fund managers, founders and business owners, these categories offer a practical way to narrow profile research before deciding whether to make contact. Investors and advisors can use the entries to understand the range of office types and public information available in the city. Assets under management are disclosed for 9 offices. Recorded founding dates range from 1985 to 2022, and 15 offices were founded after 2010. Focus labels alone do not establish a current mandate, so check each office's public materials and stated inquiry process before approaching.
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.
CH Investment Partners advises ultra-high-net-worth families and develops customized investment portfolios. Its stated areas include global equities, hedge funds, private equity, direct investments, real estate, and fixed income.
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.
Turtle Creek Wealth Advisors is a multi-family office founded by families. It provides investment advisory, family office, tax, and estate planning services, with investment interests that include energy, healthcare, ranching, real estate, and equities.
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.
Robertson, Griege & Thoele is a multifamily office serving business owners, executives, wealthy families, and professional athletes. Its source text states a minimum investable asset threshold of $3,000,000.
Western Alternative Strategies is an alternative investment platform established within a multi-family office for wealth managers, family offices, and high-net-worth clients. It builds diversified portfolios using private and public market strategies.
Lexington Hill Partners is a multi-family office that provides private wealth management and financial planning services. Its engagements include oversight of public and private equity, liability management, cash flow and liquidity forecasting, estate planning, and risk management.
JF2 Capital Partners is a family office backed investment firm that invests in lower middle market private equity and early-stage companies across industries. It considers growth-stage businesses and established operating companies.
Odoomber Tree Capital is a family office whose client families invest together in shared themes and purposes. Its stated investment areas include private equity and real estate.
Strait Lane Capital Partners is a family-owned private investment firm and the investment arm of two family offices. It focuses on private equity-style investments, including control investments and leveraged recapitalizations in industrial, business services and technology companies.
Legacy Knight is a Dallas-based multi-family office that works with client families on financial goals and investment opportunities. Its areas include growth-stage venture capital and real estate development projects across the United States.
Consultas is a multi family office providing financial and investment management services. Its stated investment areas include liquid and illiquid investments, real estate, commodities, and alternative investments.
Lynch Holdings is a family investment firm focused on diversified investments, including early-stage technology, fire protection businesses, agricultural technology, organic farming and ranching.
ICP Group is a multifamily office investment firm that invests through private equity managers and in value-add opportunistic real estate. Its stated property areas include multifamily, industrial, commercial, and retail.
RWR Investments began managing assets for other families through a multi-family office platform in 2013. It allocates capital to long-only public equity, fixed income, private equity, hedge funds, and real assets.
CW Partners is a multi-family office and trust company serving individuals and families. Its services include wealth planning, legal and tax, finance and accounting.
LaGrande Global is a multi-family office that provides investment advice and support to individuals and families navigating changes in their financial circumstances. Its stated areas include real estate, cars, racing, and healthcare.
Digital Ascension Group is a multi-family office focused on digital assets. It serves private clients and works with family offices on digital asset investments and related opportunities.
Pappas Harris Capital is a multi-family office and investment firm pursuing opportunistic and value-added strategies. It seeks long-term value through investments made with investor partners.
Edgemont Advisors is a registered investment adviser that provides family office services. It works with clients to develop coordinated investment and estate planning strategies.
Five Keys is a family-run multi-family office that provides wealth and cash management, tax planning, accounting, and advice on legal matters and trust and corporate structures. It also offers non-financial asset management and concierge services.
STMM Family Office provides non-investment advisory services to ultra-high net worth families. Its services are intended for multigenerational families.
340 events hosted since 2007, from summits to small workshops.
Recorded interests include real estate, private equity, hedge funds, fixed income, technology, retail, multifamily and oil and gas. These categories describe profile data. They do not confirm that an office is investing in a particular area now or accepting unsolicited proposals.
The 22 profiles selected for this page are recorded as multi family offices in Dallas, and all are listed in the United States. If your search extends beyond the city, use the list as a starting point for defining a broader geographic scope.
Review the office's stated investment interests and inquiry process first. Then send a focused message that describes your fund or business, stage, geography, opportunity and reason for fit. The recorded categories can guide research, but confirm each office's preferences before sharing detailed or sensitive materials.
Assets under management are disclosed for 9 of the 22 profiles. That figure offers a useful indication of how much asset information is public in this list, but it does not provide an AUM figure for every office. Confirm any material details directly with the firm.
The full list includes contact data, decision makers and check size fields. These can help you research the right contact and evaluate possible fit more efficiently. Requesting the list does not provide introductions and does not guarantee funding or any other outcome.
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