State and sector
This list profiles 50 Texas family offices with a recorded real estate investment interest. Dallas has 22 entries, Houston 10, and Austin 4, giving property investors and advisers a clear starting point for regional research. The group includes 37 single-family offices and 13 multi-family offices. Real estate is listed for 38 offices, while private equity appears for 29 and venture capital for 18. Technology, energy, healthcare, hedge funds, and oil and gas also appear in the focus data. These overlapping interests may help investors assess broader fit, and may help business owners identify firms whose profiles extend beyond property. Treat the list as a research aid: a recorded sector focus does not confirm an office’s current acquisition criteria, preferred property type, or openness to a specific proposal.
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.
RISE Family Office serves collegiate and professional athletes with family office services, coaching, and mentoring. It supports clients in developing as investors, entrepreneurs, and business owners.
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.
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.
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.
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.
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.
Leon Capital Group is a single-family office of the Leon family. It owns and operates businesses across real estate, healthcare, and financial services.
The Arnold Companies is a family office and holding company with investments in private and public companies. Its investment activity spans petroleum, real estate, retail, banking, aviation, and technology.
Sowell & Co. is a privately held investment company that invests its own capital in ventures. Its stated areas include oil and gas, mineral interests, and several types of real estate.
Genus Holdings is the Duda family’s single-family office, managing and reporting on investment portfolios across multiple entities. It allocates capital across public equities, alternative investments, real assets, real estate, and fixed income.
Gillon Capital is a single-family office investing across asset classes, with stated expertise in real estate, energy, financial services, and healthcare. It focuses on building businesses and managing family wealth across generations.
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.
Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. It invests in established funds and management teams.
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.
Vanderbilt Capital is a family office based in Guatemala with interests in food and beverage, real estate, and agriculture. Its stated activities include commercial and residential real estate as well as private equity and venture capital.
Dundon Capital Partners is a private family office focused on private equity and credit investments across several industries. It considers control investments in cash-flow-oriented companies and other debt, equity, and structured investments.
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.
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.
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.
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.
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.
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.
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.
Duncan Family Office manages wealth, investments, trusts and administrative affairs for descendants of the Duncan family. The family’s wealth is associated with energy infrastructure and its ownership interest in an energy transportation and storage business.
Finger Interests is a single-family office investing in marketable securities, real estate, and alternative investments. Its activities also include real estate development, business acquisition, and business consulting.
Edloe Ventures is a single-family office focused on healthcare and real estate. It uses institutional-style portfolio management to structure investment risk.
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.
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.
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.
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.
512 Asset Management is a single-family office that invests in real estate projects in Austin, Texas. It states an interest in participating as a limited partner in development projects.
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.
BlueAlpha Capital manages private market investments for a family. Its investments include buyout and growth equity, venture capital, real estate and private credit through general and limited partnerships.
Pangea’s Edge Holdings is a family investment firm managing the investment activities of its stakeholders. It invests in private equity, direct financings, real estate, energy projects and selected venture capital opportunities, drawing on experience in horizontal drilling and oil and gas exploration and development.
Masked Rider Capital is a private investment firm with a diversified portfolio that includes private equity, specialty finance, real estate, and growth capital. It partners with businesses, entrepreneurs, and developers on equity and financing solutions.
NHR Holdings is a single-family office that manages financial and personal affairs. Its portfolio includes operating companies, investment vehicles, trusts, and real estate holdings.
Bright Equities is a family-owned financial firm that provides family office services and resource management for select families. Its services include capital advisory, investment and asset management, and risk management.
Barshop Ventures is the family office of the Barshop family. It invests in and manages a portfolio that includes commercial real estate, securities, operating businesses, private equity, and venture capital.
B-29 Investments manages the interests of the Schmitz family and has invested across energy private equity, real estate, and land and ranch assets.
340 events hosted since 2007, from summits to small workshops.
An office appears because its public firm profile records real estate as an investment interest and places it in Texas. This is a screening criterion, not confirmation of active acquisitions or a specific mandate. Property type, geography, deal size, and investment structure still need to be checked with each office.
Dallas has 22 listed offices, Houston has 10, and Austin has 4. Frisco and Fort Worth each account for 2 in the city data. All 50 offices are based in the United States, though the page’s city counts are only one way to organize initial research.
Private equity appears for 29 offices and venture capital for 18. Technology and energy each appear for 9, while healthcare, hedge funds, and oil and gas each appear for 8. These profiles may reflect a range of interests, so use the focus data as a prompt for further diligence.
Lead with a concise summary of the asset or strategy, location, capital required, proposed structure, and expected holding period. Include evidence on operating performance, risks, and the team’s relevant experience. Check the office’s profile for fit first, then ask about its criteria and preferred review process.
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