Family Offices in Houston

Across Asset Management invests across asset classes with an anchor in commercial real estate. Other investments include hospitality, manufacturing, technology, online media, internet startups, and banking throughout the U.S., Europe, and the Middle East. Houston-based, single-family office.

Started in 2017 by a small team focused primarily on mineral rights, Buffalo Bayou Holdings has grown to cover 5 mineral basins across the country. Charles H. Dresser IV is Managing Director and CEO. The portfolio now spans tech, finance, commodities trading, real estate, and private investing.

Founded in 1986, CAMAC International has interests across the USA and Africa. The firm operates as an independent, socially responsible family office with a diversified portfolio in Financial Services, Technology and Venture Capital, Energy, Logistics, and Real Estate. It provides financial and operational expertise to partners globally.

CAZ Investments manages $10.3 billion in assets with a global network of 8,600+ investors across 50 states and 41 countries. Founded in 2001, the Houston-based firm has created over 80 unique private and registered funds pursuing themes such as GP stakes, professional sports ownership, disruptive technology, energy, and real estate. Ranked among the top 125 allocators to PE worldwide.

A fifth-generation family investment firm, Cockrell Interests focuses on long-term value creation across PE, real estate, energy, and public markets. Backed by permanent family capital, the firm invests with discipline, flexibility, and a long-term perspective, partnering with operators, founders, and managers to build durable businesses. Capital base allows decisive action and decades-long hold periods when warranted.

Colton Capital Partners acquires and invests in private companies across a variety of industries. The firm partners with experienced and motivated management teams to source, invest, and grow businesses. Houston-based, family-owned.

Founded in 1996, Finger Interests is a Houston single-family office led by Managing Partner Jonathan Finger. The firm focuses on opportunities to which it can add both capital and expertise, investing in real estate, marketable securities, and alternative investments.

Hamershlag Private invests in category-defining companies and projects across industries and sectors. The firm provides long-term, flexible capital and can act quickly on impactful opportunities. Focus areas: disruptive technologies, climate impact, and emerging industries including biotech, green energy, and blockchain.

Jumana partners with entrepreneur-led companies looking to transform into lasting businesses. As a single-family office with an evergreen, flexible capital base, the firm uses deep operating expertise, investment experience, and a strong network to professionalize and accelerate growth. Managing Director Chris Martin leads the team.

Legacy Trust Company has served ultra-high-net-worth families and foundations since 1984, with over $5 billion in assets under administration across 130+ client relationships. The firm acts as trustee, agent for trustees, or custodian for trusts, foundations, partnerships, and other investment entities. Licensed in Florida with offices in Texas and Delaware.

Austin Werner and Gabriel Zamora run Magnus Oak Capital, an investment partnership of two families. The firm acquires, operates, and grows profitable private companies in the lower MM across the Southwestern U.S. Target revenue: $5-50 million.

Meredith and Michael McLeod-Cobb lead this commercial real estate development firm, making long-term investments in communities. McLeod Cobb develops Class A retail centers with tenant mix strategies designed to withstand the shifting retail environment. Data-driven analysis and intentional development strategy.

McNair Interests manages a portfolio totaling more than $3 billion across mixed-use, multifamily residential, hospitality, single-family, office, life science labs, industrial, and ranchland conservation assets. Founded in 1994 as the family office of the late Bob McNair (founding owner of the Houston Texans), now led by CEO Cary McNair. The firm also invests in healthcare ventures including EndoQuest Robotics and Dominion Aesthetic Technologies.

Mountview Partners is a boutique family office acquiring vertical niche software companies with revenues of $1.5m to $6m. Partner Jonathan Ross and team seek majority stakes, using their experience as former operators of a successful software company. Self-financed with no outside investors.

Founded in 1993, Palmetto Partners is the PE arm of The McNair Group. The firm manages a diversified portfolio of public and private equity interests with many investments focused on energy and real estate. Palmetto operates with patient capital and a long-term orientation characteristic of family office investing.

Petro Lucrum is an outside investment office and gatekeeper for a multigenerational single-family office with deep roots in oil and gas, real estate, and ranching. The firm evaluates opportunities, coordinates resources, and supports portco management in alignment with long-term objectives.

Founded in 1987, Ramex Inc. makes meaningful commitments to a select group of managers across alternatives. Managing Director Simon Wachsberg leads the firm. Ramex has spent decades on both sides of the table -- as direct investors in operating businesses and as allocators across alternative strategies. Permanent capital base, no fund lifecycle constraints.

Ramsey Financial Group manages the Leo B Womack Family Trust, established in 1992 to preserve wealth by deploying capital into opportunities with good risk/reward ratios and positive social impact. Core investments center on real estate and life sciences. Current activities focus on Eden Grow Systems (where Leo is executive chairman) and SpaceFund (where Leo is independent director). The firm co-invests with other family offices, angel networks, VC firms, and PE firms.

The Flowers and Fruehauf families created Sentinel Trust Company in 1997 after recognizing that standard institutional offerings fell short of their wealth management needs. The firm now manages over $6 billion as an independent multi-family office and trust company from its River Oaks office at 2001 Kirby Drive. Services span wealth and succession planning, fiduciary administration, investment management, and philanthropic advisory.

Stedman West Interests manages assets of the Stedman and Wesley West families. The office handles numerous family entities including mineral interests, ranches, cattle operations, and other business interests. It maintains a process for holding oil, gas, and coal revenues for the various managed entities.

The Tecity Group has four arms: The Tecity Family Office (investments), Straits Trading Company Limited (public-listed), The Tan Chin Tuan Foundation (philanthropic), and the Tan Chin Tuan Mansion. The Group targets the highest risk-adjusted return for its investment portfolio in a safe and prudent manner.

The Fisher Group is a Houston-based multi-family office providing wealth management, investment advisory, and legacy planning services. The firm serves families seeking to preserve and grow capital across generations with custom portfolio construction and advisory.

Dan Friedkin chairs this privately held consortium of businesses and investments. The portfolio includes Gulf States Toyota (vehicle distribution), Auberge Collection (luxury hotels and resorts), AS Roma (professional football), Imperative Entertainment and NEON (film and TV), and conservation initiatives. Over 9,200 associates across 12 countries. Founded in 1969.

Woods Family Investments, headquartered in Houston, is the investment manager for the Woods Family Office with roots dating back to 1928. The firm traces its origins to Algur H. Meadows, Henry W. Peters, and Ralph G. Trippett, who founded the General Finance Company. Today it manages alternative investments, equities, fixed income, currencies, commodities, and structured products.