State and sector
This narrow page contains two Texas family offices selected for recorded interests connected to impact investing. One is a single-family office and one is a multi-family office. The listed locations are Dallas and McKinney. Their recorded focus areas include real estate, venture capital, and lower middle-market opportunities. With only two entries, this page offers a limited starting point for founders, fund managers, and researchers rather than a broad view of the Texas market. The focus labels can help guide further questions, but they do not describe an impact framework, measurement approach, preferred stage, or active investment mandate. Review each profile and confirm how the office defines impact, what opportunities it considers, and whether its criteria match your work before making contact.
Coverage here is limited, and the team can help scope a wider search.
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.
Oak Legacy Management is a Dallas-based private investment firm and the private investment arm of the Fenton Family Office. It invests its own capital in real estate, venture capital, and lower-middle-market opportunities.
Schubert & Company is a multi-family office that advises families on investment, tax efficiency, asset protection, estate planning, and charitable giving. Its consultative process considers each client family’s values, relationships, and goals.
Coverage here is limited, and the team can help scope a wider search.
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.
340 events hosted since 2007, from summits to small workshops.
The page contains two family offices, one in Dallas and one in McKinney. It includes one single-family office and one multi-family office. This is limited coverage for the topic, so treat it as an initial research point rather than a comprehensive view of Texas family office activity.
The listed focus areas include real estate, venture capital, and lower middle-market opportunities. Those categories provide context for further research, but they do not explain how each office defines impact or evaluates social and environmental outcomes. Confirm its approach directly before assessing fit.
Explain the opportunity and its intended impact in specific terms, including how outcomes are measured and how the investment fits the office's stated interests. Keep the initial note concise and tailored to the profile. Ask about the office's own impact criteria, investment mandate, and decision process rather than assuming the label implies a particular framework.
No office in this list has disclosed AUM. The public page shows firm-level fields such as location, office type, and recorded focus areas, while contact details are withheld. AUM would not by itself establish check size, so confirm investment parameters through an appropriate contact.
The full list adds contact data, decision makers, and check size fields to the public profile information. For a small list, those details can help clarify whom to contact and whether an opportunity may fit. The request does not promise introductions, investment, or outcomes.
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Use the form to request the full list with contact data, decision makers, and check size fields. These details can support follow-up research on the listed offices and help scope a wider search for relevant Texas family offices.
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