Family Offices in Dallas

2M is a family of people and organizations guided by the principle of helping others. The Meyerson family oversees organizations that are purposely intertwined, providing private capital for the creation of social good. Profits from businesses and investments are shared with employees and communities, directly supporting the giving capacities of the family's foundations.

A.G. Hill Partners is the single-family office of a grandson of the Hunt oil family's founder. Founded in 2009 after the family's Hunt Petroleum sale. Its president and CEO leads the firm, managing generational wealth across real estate, private equity, and public securities from its Highland Park Village office. The firm actively co-invests in energy deals, it participated in the $1.84 billion PureWest Energy acquisition alongside other family offices.

A single family office of technology entrepreneurs. Invests across public and private equity, debt, and real estate. Operates through a family foundation, operating company, and angel investing arm.

AFO Capital provides investment management, wealth management, and related services. These include portfolio management, accounting, record keeping, financial reporting, tax planning, trust and estate planning, and charitable activities coordination.

Ambrose Capital Management is an independent financial services firm dedicated to working with a select group of families striving to solve complex financial planning issues. The firm matches a rigorous evaluation of a client's goals and current situation with fully-customizable strategies to help meet desired financial objectives. By integrating investment management and estate planning services, the firm serves clients' financial legacies.

Banzai Capital is a multi-family office investing both strategic debt and equity capital into leading operating businesses. The firm partners with management teams to build long-term value through flexible capital structures.

bq.Capital, led by its two founders, is an advisory firm focused on accelerating high-growth companies rather than a traditional family office. The firm offers access to growth capital and partners, strategic advisory, and peak performance coaching for leadership teams. Note: this is an advisory business, not a multi-family office as previously categorized.

Since its first company was formed in 1948, the Bright family has built enterprises on principles of honesty, integrity, and commitment to quality. Bright Equities is the private investment arm of the Bright Family Office, managing investments in strategically viable operating companies. The firm draws on over 70 years of operating company experience to provide strategic guidance.

CAMCO Investment Group acquires lower MM businesses with real estate heavy operations. The firm targets companies where real estate is a core component of the business model and value proposition. In April 2026, the firm purchased a boutique office building at 5300 Memorial Drive in Houston.

CH Investment Partners has been rebranded as Cresset Family Office, an independent family office managing over $237 billion in assets under management and advisement as of January 2026. The firm provides private wealth management, tax strategies, and estate planning to ultra-high-net-worth families. The transition from CHIP to Cresset reflects a broader platform expansion beyond its Dallas origins.

Dallas-based single family office that selectively invests in real estate, private equity, and private debt alongside best-in-class partners.

Gupta Capital Group has 40 years of experience nurturing sustainable business growth. The firm is the parent company to a group of portcos focused on steel and metals manufacturing and distribution. Strategy centers on using the family office's capabilities and management team to drive long-term growth.

Founded in 2004, HFI invests the family's capital across public and private markets with substantial value creation potential. As a family office, HFI operates with minimal bureaucracy, flexible decision-making, and long-term investment horizons. In September 2025, Hersh Family Investments and QIP acquired Design District office space in Dallas, which filled with new leases by March 2026.

Hillwood Energy is an operating and investment company focused on domestic oil and gas opportunities. Inspired by the Perot family's history in energy, the firm identifies and capitalizes on growth opportunities in the Lower 48.

Founded in 1934 with the creation of Hunt Oil Company in the East Texas oil fields, Hunt Consolidated has grown into a diversified enterprise across six business areas: oil, refining, energy network, real estate, utility services, and technology. The company creates long-term economic and social value in the communities where it operates.

Hunt Realty Investments is a wholly owned subsidiary of Hunt Consolidated managing the Hunt family's real estate activities. For more than 50 years, the firm has pursued investments across Dallas and North Texas, creating long-term value. Committed to honoring agreements with customers, partners, and communities.

Labora manages the Mackie Family's business and philanthropic investments. The firm focuses on real estate development, startup and PE investment, and affiliated businesses including electrical materials and solar distribution. Partners get autonomy, stability, and long-term capital. In 2021, the Mackie Family expanded into solar distribution by acquiring two major distributors.

Founded in 1988, LCM Group has over three decades managing alternative investments including private equity, private real estate, private credit, and hedge funds alongside traditional marketable securities. Dallas-based, focused on strong partnership and risk-adjusted returns. The firm prioritizes human flourishing across its team, partners, and portcos.

Leon Capital Group conceives, develops, owns, and operates businesses across industries and geographies. The company evolved from a modest real estate development company in Texas and now houses a dozen independently managed subsidiaries spanning financial services, healthcare, and real estate. In July 2026, Leon Capital Group committed approximately $19 million to multifamily and student housing developments.

Little gg Capital is the investment holding wing of Covey Co. Capital is deployed across a range of strategies and industries, with a focus on creating lasting value.

Lynch Holdings is a Dallas-based family office focused on diversified investing. The firm targets early-stage technology companies and fire protection companies.

Mark Cuban Companies runs a diversified portfolio across AI, blockchain, consumer products, food, healthcare, media, and sports. Major assets include the NBA's Dallas Mavericks and numerous operating companies. The firm emphasizes support for minority-led, female-led, and military-founded ventures.

Mohr Capital is a privately owned commercial real estate investment firm with a family office structure and national reach, operating with a single source of capital. Decades of experience in acquisitions and development. The team capitalizes on arbitrage opportunities in office, industrial, healthcare, hospitality, and retail properties. In September 2025, the firm broke ground on a one million-square-foot build-to-suit distribution facility in DeKalb, Illinois, and in May 2026, JLL completed the full-building sale of its West Summit property in Surprise, Arizona for approximately $63.8 million.

Mojo Minerals acquires minerals, royalties, leases, and surface assets across the Lower 48. The management team has provided liquidity to landowners since 2014. Family office structure gives the firm expertise and flexibility to transact quickly. Since 2014, the firm has paid over $750 million to landowners across more than 950 transactions in 35 active counties.

Mount Vernon Investments manages over $1 billion for the family of the founder of Excel Communications, who built his fortune there (sold in 1998 for $3.5 billion). Founded in 2001, the firm serves eight family members across three generations with a team of 10 professionals. In 2018 the family established a private trust company for tax projections, estate planning, and performance reporting.

The Nelson Bunker Hunt Trust Estate at 3811 Turtle Creek Blvd manages remaining assets from the Hunt family fortune. The trust underwent Chapter 11 reorganization in 1988 following the Hunt brothers' silver market collapse, with the court confirming a joint consensual plan settling litigation against 23 banks. The entity now manages residual holdings and mineral interests.

NHR Holdings is a single-family office in Dallas providing administrative and operational support for the family's affairs, managing calendars, coordinating travel, conducting research, and overseeing estate needs.

Oak Legacy Management is a private investment firm targeting venture capital and lower MM opportunities. Industry agnostic, making 5-10 investments per year. The firm focuses on finding good business investments and leading collaborative teams to favorable outcomes.

Pangea's Edge was founded in 2012 in Addison, Texas, by a founder who built his fortune pioneering horizontal well technology through Horizontal Solutions International. The firm invests across controlling and minority equity positions ranging from angel and seed to lower MM. Core allocations span private equity, real estate, and energy.

Founded in 1982, Patterson Thoma invests across private equity, venture capital, real estate, and opportunistic situations. The firm targets opportunities with clear return drivers supported by disciplined management teams and strong fundamentals. Level of involvement is flexible and custom to each deal's structure.

Penrose is a single family office providing strategic partners and industry leaders with the opportunity to flourish. A family investing in people for over 40 years.

Peregrine Investments is a closely held, multi-strategy investment firm pursuing multi-generational growth. The firm runs a concentrated public equity portfolio alongside a PE strategy that invests directly and indirectly with strong long-term strategic partners. Based at 2101 Cedar Springs Road in Dallas.

Petrus Asset Management partners with business owners and management teams to provide long-term capital and support. Through decisiveness, perseverance, and flexibility, the firm creates a foundation for businesses to thrive. Its legacy of entrepreneurship, capital base, and approach make it a preferred investor.

Raven Multifamily manages approximately $300 million in assets, specializing in value-add multifamily investing, not a traditional family office. Led by its two principals, the firm has closed 12 syndications totaling roughly 3,000 units, raising over $80 million in equity. Focus: B and C class multifamily assets in landlord-friendly growth markets, primarily DFW.

Richmont Capital Partners is a family office with five decades of experience investing in over 350 M&A transactions generating over $52 billion in value. Current focus: AI through its M42 unit, and acquiring or partnering with companies that benefit from artificial intelligence.

Rosewood's business lines cover property investments, natural resources, and private investments. Family-owned with family values. The organization is founded on the premise that relationships matter and lasting partnerships include cooperation, commitment, trust, and shared vision. In December 2025, Rosewood Property Company acquired a new self-storage facility in Georgia, its 85th self-storage transaction, and in March 2026, Rosewood Private Investments added structured equity to its capital solutions offerings.

Rosewood Private Investments is a family-backed PE firm that invests for long-term value creation. The firm partners with companies across industrial services, environmental services, manufacturing, healthcare, IT services, and data centers, providing strategic support and active investment management. Recent portfolio activity includes Eagle Fire's acquisitions of Liberty Fire and Pro-Tec in October 2023 and the acquisition of Herbs, Etc. in January 2024.

Samson Investment Partners is the single family office for the Zuckerberg family, located in New York. The office coordinates financial strategies and manages investments across public and private equity, fixed income, real estate, and collectibles. Services also span tax, trust and estate planning, philanthropic advisory, family governance, and lifestyle management.

Now in its fifth decade, Sowell & Co. invests in private equity, oil and gas, and land development. Deep Texas market expertise and a multi-generational investment perspective.

Strait Lane Capital Partners offers flexible and creative capital with long-term investment horizons. The leadership team brings operational, sales, and financial expertise that differs from traditional PE groups. The firm builds a diversified portfolio through direct acquisition and long-term capital deployment. In May 2023, the firm announced its acquisition of PepWear.

Founded in 2017, Surge is a Dallas-based family office. The firm focuses on business services, healthcare services, and technology-enabled services, seeking companies with strong recurring revenue and growth potential. In August 2025, Jackson Walker represented Surge Private Equity in a $50 million-plus investment in White Plains Linen.

Tailwind Advisors manages over $1.3 billion in assets from Fort Worth. The firm takes an independent, coordinated, and strategic approach to wealth management spanning marketable securities, private investments, real estate, and oil and gas. It also provides philanthropic advisory for families structuring charitable giving and endowed foundations.

Founded in 1964, The Arnold Companies is a family investment management and services firm headquartered in Dallas. Its chairman and CEO leads a portfolio that spans real estate, retail, banking, aviation, technology, and other sectors. The firm focuses on high-value companies that support their employees and communities. In October 2025, The Arnold Companies named a new President.

Tolleson Wealth Management was established in 1997, initially built to serve the Tolleson family before expanding to other high-net-worth clients. The firm delivers investment management, estate planning, tax strategy, private banking, and philanthropic advisory under one roof. Dallas roots and multi-generational client relationships distinguish it from institutional wealth managers. In February 2026, the firm established Tolleson Trust Company and was later featured in CNBC's Elite Advisors 2026 list.

TRT Holdings is the holding company and investment arm of the Rowling family, with large interests across hospitality, energy, and financial services. Long-term approach to building and managing a diversified portfolio of operating businesses. In April 2026, TRT Holdings acquired loans associated with the Greenbrier Resort.

Turtle Creek Wealth Advisors is a boutique multi-family office founded by cornerstone families to help build client legacies. The firm values integrity and offers customized investment advisory, tax planning, estate planning and family office services. With experience investing in oil and gas, healthcare, ranching and real estate across Texas, Turtle Creek serves some of the largest investors in the region. In July 2026, the firm's public-market activity included raising its stake in Amazon.com and acquiring shares of NVIDIA Corporation.

Unity Hunt works to preserve and enhance the Hunt family legacy for generations to come. The family's late patriarch played a key role in shaping American football, soccer, and tennis, leaving a lasting impact on American culture through his dedication to sports.

A member of the Venable family founded Venable Royalty by buying East Texas mineral rights in the 1930s. Today, the firm owns royalty interests in over 2,500 producing oil and gas wells, a number that continues to grow rapidly.