Family Offices in Austin

Austin-based family office founded in 2003 by Raj Idnani, managing investments across alternative asset classes including hedge funds, PE, real estate, and VC. Operates as an SEC-registered investment adviser from 221 W. 6th St., Suite 1040, Austin.

Austin-based SFO. The firm keeps a low public profile with no web presence, consistent with its single-family office structure.

Private SFO focused on the disciplined growth of operating companies, class A real estate, and select VC investments. Using only its own capital and keeping a lean experienced management team, cadence makes select investments to add value while retaining the long-term interests of the business and its employees. The firm lists offices in Austin, Los Angeles, and Houston.

Capital Creek Partners was founded in 2018 as a boutique multi-family office. The firm serves family offices, foundations, endowments, and private investment companies. It offers long-term investment partnerships with institutional access and capabilities, particularly in private markets. Beyond its Austin headquarters, the firm also maintains offices in Houston, San Antonio, and Denver.

SFO focused on strategic investments across real estate, healthcare, alternative assets, technology, and logistics. CGT uses a three-step approach of discovery, research, and intentional investment to create lasting value. Led by the Parker family, the firm aims to protect, grow, and give wealth across generations. Per its own site, CGT supports charitable giving through The Lois Parker Foundation.

Austin-based family real estate and investment firm founded by Greg Christopher, with over thirty years of experience in multi-family residential development, management, and brokerage. The firm owns and operates luxury apartment communities in the Austin area alongside alternative investments in healthcare, technology, aviation, and consumer products.

Enclave Advisors is an independent registered investment advisory firm serving a select group of families, businesses and charitable organizations. The firm provides comprehensive investment advice coordinated with trust and estate planning guidance and family office services. Founder J. Craig Falls was named to the Barron's 2026 List of Top 1500 Financial Advisors and included in the 2026 Forbes Best-In-State Wealth Advisors ranking, awarded April 2026. The firm's leadership also includes Matt Garrett, Jenny McCann, and Lisa Hill.

Austin-based family partnership that acquires established lower middle-market businesses in B2C and B2B sectors. Furtherance focuses on preserving legacy, keeping employee continuity, and providing retirement solutions for owners without clear exit strategies. Self-funded with over $100M from founding partners, the firm operates without external investors, enabling long-term decision-making.

SFO managing wealth from Mehron Azarmehr's law and real estate ventures. H3M operates as an evergreen fund focused on high-quality private investments in real estate, debt, and select equity, primarily taking strong supporting positions with deal leads. The firm actively collaborates with US and international family offices through deal sharing, shared methods, and joint due diligence.

Multigenerational family office established over sixty years ago, dedicated to preserving and sustaining family wealth across generations. LBJ balances financial and human capital while honoring family heritage, drawing on experience through multiple market cycles and generational transitions.

Control-oriented investment firm founded by Angus C. Littlejohn Jr. that invests primarily family capital in small to mid-sized private companies undergoing strategic, operational, or generational transitions. Littlejohn focuses on industrial manufacturing, chemicals, plastics, automotive, logistics, and business services, with a long-term value creation orientation and no external investors. Littlejohn Jr. also founded and chairs Littlejohn & Co., LLC, and was previously a founder and operating partner of Joseph Littlejohn & Levy, now JLL Partners.

Family-owned, multi-strategy investment company founded in 2013 by Reagan Reaud, who also founded and chairs the Lucena Group, a global security and intelligence solutions firm. Privateer manages and allocates capital on behalf of its principals across direct investments, PE, and venture opportunities in services and technology.

An independent family office advisory group providing comprehensive family wealth planning strategies and fiduciary services. The firm works with families to establish and achieve financial goals and pass on their legacy of values, integrity and wealth.

Austin-based private family office founded in 2006, focused on early-stage technology and biotechnology investments alongside lower-middle market buyouts in Texas and the Southeast. Rocky Point deploys patient capital with a long-term value creation philosophy and takes an active role in portfolio companies.

Founded in 2016 as the SFO of Samir G. Hanna, who built and sold a majority interest in SAM, LLC, a geospatial and engineering services company. SGH acquires control equity investments in established Texas-based companies in professional services, wholesale distribution, specialized manufacturing, and hospitality. Targets businesses with $1M+ EBITDA and up to $50M enterprise value, focusing on family and founder-owned businesses with capable management teams. Co-principal Michael Hatcher joins Hanna in the firm's investment activities, and Hill Country Hospitality Management is among SGH's current portfolio companies.

Small SFO managed by Nick Gray, employing a long-term buy-and-hold equity strategy with a technology-heavy portfolio. Tri Peak allocates across public equities, real estate, and cash, and operates as a personal investment vehicle with modest assets. Gray set up Tri Peak as a single-family office after a business sale, rather than joining an existing multi-family office, according to a Crain Currency interview.

SFO founded in 2015 to manage the Brock family's real estate-derived wealth, originating from decades of commercial development and investment across Texas self-storage. Veritas acquires and develops commercial real estate within climate-controlled self-storage and multi-family residential sectors, executing independently or with top-tier developers and operators.