State list
The Texas page lists 50 family office profiles, including 28 single family offices and 22 multifamily offices. Dallas accounts for 18 profiles and Houston 15, with six in Austin and three in Fort Worth. The recorded focus areas include private equity, real estate, venture capital, technology, hedge funds, oil and gas, healthcare, and public equities. Assets under management are disclosed for 42 profiles. Founding dates range from 1955 to 2023, and 24 profiles were founded after 2010. These fields let founders, fund managers, investors, and advisors narrow a substantial state list by geography, office type, sector, and disclosure level. Use them as a first screen, then check each profile’s specific mandate and decision process. Recorded focus areas do not guarantee that an office is reviewing opportunities or that a particular investment fits.
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.
Patel Family Office is a privately held family office with a history in hospitality and hotel development, ownership and management. Its investments also include multifamily housing, healthcare, technology, finance, education, media and entertainment.
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.
Mojo Minerals is a private investment firm with a family office approach, focused on acquiring mineral, royalty, leasehold, and surface assets. It provides liquidity to landowners in the Permian and Haynesville Basins.
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.
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.
Hersh Family Investments manages capital for the Hersh family and supports its financial, civic, and philanthropic interests. It invests in businesses with established management teams and potential for long term value creation.
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.
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.
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.
2M Companies is the family office for the Meyerson family. It sources and manages investments across multiple industries, incubates startup ventures, and supports philanthropic activities through a family foundation.
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.
Deason Capital Services manages family assets that include public company shares, municipal bonds, operating company holdings, and investments across multiple funds and asset types.
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.
Copper Beech Capital is a Dallas-based single-family office that invests alongside partners in real estate, private equity, and private debt.
LampoVentures is a Dallas-based family office focused on turnarounds and restructurings.
Sentinel Trust Company serves high-net-worth families with trust and investment services. Its stated investment areas include fixed income, hedge funds, private equity, public equities, and real estate.
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.
Woods Family Office manages the investments and wealth of the Woods family of Houston. It invests family capital and does not serve non-family clients.
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.
Brock Capital Group is a Houston-based single-family office and private equity investment firm. It invests in middle-market businesses across multiple industries, providing growth capital and operational and strategic support.
FOCUS Wealth Advisors provides financial guidance and services to high-net-worth individuals, families and business owners facing financial transitions.
Galapagos Partners is an employee-owned multi-family office and investment advisory firm that provides financial management services to families.
Americana Partners Family Office Group is a multi-family office practice serving individuals and families with complex wealth. It coordinates investment management, estate planning, tax strategy, risk management, lending and family office structuring.
Sallyport Investments originated as a single-family office for the Foshee family and evolved into an operationally focused private equity firm. It partners with management teams across industries and transaction types, including founder- and family-owned companies, corporate carve-outs and new ventures.
Ramsey Financial Group is a Houston-based single-family office that manages the Leo B. Womack Family Trust. It seeks to preserve wealth and invest in long-term opportunities.
Sequent Asset Management is a multi-family office that works with families who own, have owned or plan to own a business.
Ramex is a family office based in Houston, Texas. It invests up to $10 million per transaction and may partner with other investors on larger transactions.
Inscription Capital is a multi-family office providing investment access, planning, reporting and wealth management services. Its platform includes global partnerships and investment opportunities across markets.
Spence Family Office manages the Spence family's financial investments and philanthropic activities. Its investment arm draws on experience in professional services, oilfield services, and engineering and construction.
Colton Capital Partners is a single-family office and family-owned investment company that acquires and invests in small and middle-market private companies. Its investments span industrial, healthcare, energy services, and related sectors, with deal sizes generally ranging from $500,000 to $10 million.
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.
Q Family Office manages investments and business holdings across hedge funds, private investments, banking, and real estate, alongside a charitable foundation. Past holdings include businesses in aviation leasing, grocery retail, and auto parts.
Tailwind Advisors is a multi-family office serving families with wealth management and family planning services. Its stated investment areas include direct investments in private equity, real estate, and oil and gas.
AFO Capital provides investment, wealth, accounting, reporting, tax, estate, and charitable activity coordination for a family and its related entities. The office was established following the sale of the family’s business.
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.
Bull Creek Capital is a single-family office and evergreen venture investment vehicle that invests principal capital in early-stage companies. It partners with companies seeking growth capital and provides advisory resources.
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.
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.
Blanchard Single Family is a single family office for the Blanchard family.
Green Source Holdings is a multifamily office investment vehicle focused on identifying and developing businesses using disruptive and transformational technologies.
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.
Virtus Family Office is a multi-family office and wealth advisory firm that provides planning and wealth management services to families. Its stated investment focus includes technology.
N5B Management is the family investment office of the founders of Goosehead Insurance. It invests with partners across sectors and asset classes, with an emphasis on middle-market businesses and generally non-control investments.
McLane Group is a privately held holding company with businesses in global logistics, technology, food production and automotive sales. Its portfolio has also included international distribution and a major league baseball team.
PMG Family Office is a multi-family office serving families across the United States and internationally. It provides shared family office services through a dedicated fiduciary team.
MD Holdings is a private holding company formed to acquire and grow a limited number of businesses with significant growth potential.
340 events hosted since 2007, from summits to small workshops.
The page lists 50 Texas family office profiles, comprising 28 single family offices and 22 multifamily offices. Dallas has 18 profiles and Houston has 15, followed by Austin with six and Fort Worth with three. The city figures are a useful way to begin narrowing the list.
The recorded focus areas include private equity, real estate, venture capital, technology, hedge funds, oil and gas, healthcare, and public equities. Private equity appears for 22 profiles and real estate for 19. These tags help with initial screening, but do not establish current investment appetite.
Assets under management are disclosed for 42 of the 50 profiles. The founding date range is 1955 to 2023, and 24 profiles were founded after 2010. These details provide context for research but do not guarantee available capital or a fit with any specific opportunity.
Use the profile’s recorded sector interests and location to frame a relevant, concise message. State what the business does, the capital sought, and the proposed terms, then explain the fit with that office’s focus. Verify the decision maker and check size before prioritizing outreach.
The full list adds contact data, decision makers, and check size fields to support qualification and outreach research across the Texas profiles. These details complement the public firm-level information on the free page. Requesting the list does not provide introductions or promise funding or other outcomes.
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