Family Offices in Texas

A Texas-based investment management firm serving high-net-worth individuals, families, and businesses across San Antonio, Houston, and Austin, operating as a wholly owned subsidiary of Jefferson Bank. The firm offers comprehensive wealth management services including advisory, family office operations, investment management, trust administration, and oil and gas mineral management, with $3.1 billion in assets under management across 350+ client relationships. In April 2026, the firm announced new C-suite leadership appointments.

A purpose-driven multi-family office founded in 1998 by Ken Polk, serving ultra-high net worth families through trust, fiduciary, investment advisory, and custody services via Arlington Trust Company. The firm manages $16 billion in assets under stewardship across 84 families representing approximately 870 individuals, employing a Perpetual Purpose Model emphasizing long-term thinking and family continuity. In July 2026, the firm expanded into Texas, per a Birmingham Business Journal report.

A fiduciary wealth management firm offering comprehensive services to business owners, executives, and families through its affiliated Assurance Family Office model, providing access to over 60 experts across 40 areas of expertise. The firm is registered with the state of Texas and operates through GB Wealth Advisors LLC, Assurance Insurance Services LLC, and Assurance Family Office LLC.

A fee-only wealth management firm serving affluent individuals and families nationally for over 20 years, providing comprehensive financial planning and portfolio management with no commissions or conflicts of interest. The firm focuses on aligning financial decisions with clients' values and is registered as an SEC investment advisor.

A purpose-driven wealth management firm and certified B Corporation serving multiple clients with integrated financial, investment, tax, and estate planning expertise across offices in Dallas, Houston, and other major cities. The firm guides clients through life transitions using a Lifestyle, Growth, and Legacy philosophy and is committed to impact investing.

The family office of Sam and Ann Barshop, founders of La Quinta Inns. Barshop Ventures invests across a diversified portfolio spanning commercial real estate, equity and fixed income securities, alternative investments, operating businesses, private equity, and early and mid-stage venture capital. The office takes an active role in portfolio company management across consumer, technology, and life sciences sectors.

A fiduciary financial advisory firm serving affluent entrepreneurial families, businesses, and institutions with customized multi-family office services including multi-generational asset management, tax planning, and wealth preservation strategies. Founded by Salim A. Nathani and registered as an investment adviser with the state of Texas.

An investment firm founded by Cory Whitaker that manages concentrated portfolios of high-quality public companies for entrepreneurs, family offices, and institutional investors using a disciplined long-term approach focused on quality and consistent processes. The firm serves successful business owners and wealth creators alongside premier institutional investors. The firm published its Q1 2026 investor letter in May 2026, continuing its regular cadence of communications to clients.

An independent, SEC-registered boutique advisory firm providing goals-based planning, wealth advisory, and family office services to individuals, families, and family offices with over 100 years of combined wealth advisory experience. The firm emphasizes an academic research-driven approach with capital protection and active tax management through an open institutional platform.

A multi-family office coordinating comprehensive financial strategies for entrepreneurs and ultra-affluent families, integrating investment, tax, estate, and business planning with a faith-based stewardship philosophy. The firm serves multiple clients through synchronized wealth management and emphasizes Christian values and biblical stewardship.

Covenant Multifamily Offices managed roughly $2.5B in assets before its 2021 acquisition by CAPTRUST Financial Advisors. Founded in 2010 in San Antonio, the firm offered a full suite of services including family office services, wealth transfer planning, and investment management. The acquisition expanded CAPTRUST's Texas presence and family office capabilities.

Glass Family Office operates through Glass Wealth Management, a straightforward, family-focused investment firm with one owner based in Pearland, Texas. The firm relies on direct investments to generate returns rather than third-party managers, working with HNW individuals and families who value relationship, expect performance, and appreciate fundamental investing. Services include investment management, family office services, and client development. The firm reports a team of six professionals serving its client relationships.

Hunt Companies is a privately held, diversified, family-owned holding company that invests in operating businesses, real estate assets, and infrastructure assets. Founded in 1947, the firm manages about $250M in regulatory assets alongside its substantial operating portfolio. Hunt delivers long-term value through smart investment, sustainable development, and trusted partnerships from its base in El Paso, Texas.

Hurd Enterprises and its affiliated partnerships are family-owned businesses focused on oil and gas exploration, real estate development, ranching, and investments. The company operates through multiple family partnerships including Hurd Enterprises, Ltd., Hurd Urban Development, Ltd., Hurd Ranch Company, Ltd., Hurd Investments, Ltd., and Laredo Hills, Ltd., LLP.

The Killam Companies trace their origins to Oliver Winfield Killam, a pioneering figure in South Texas business. The family enterprise spans Killam Oil, Killam Development (with over 5M sq ft of real estate assets and thousands of acres of land for development in South Texas and the Rio Grande Valley), and related operating businesses. The organization maintains deep roots in the Laredo community with diversified holdings across energy, real estate, and management services.

A single-family office serving the Johnson family for over 60 years, managing wealth through multiple market cycles and generational transitions. The organization balances financial and human capital while honoring the heritage and values of the Johnson family legacy.

A multi-family office that invests in lower middle market companies within business services and niche manufacturing, employing a concentrated portfolio approach with an unlimited investment horizon. Partners Neal Jain and Vince Smith bring collective experience in over 100 transactions and emphasize flexible capital with a patient, long-term approach. In November 2020, portfolio company Applied Business Software completed a private equity transaction with the firm.

McCombs Enterprises is the family office of legendary Texas entrepreneur Red McCombs, headquartered in San Antonio. The company spans five divisions: Investments, Energy, Real Estate, Automotive (Red McCombs Automotive Group), and Foundation. Building on a legacy of business innovation, McCombs Enterprises focuses on businesses, innovations, and opportunities that help Texas grow. Supporting San Antonio and Texas families, schools, research institutions, and non-profits has been central to the McCombs family mission.

A national wealth management firm and registered investment advisor ranked #1 by Barron's, managing $98 billion in assets across 110+ regional offices and serving clients with comprehensive financial planning, investment management, tax, and estate services. The firm operates as a multi-family office offering institutional-grade services to high-net-worth individuals and families.

A boutique advisory firm founded by Aaron Junk and Stephen Shannon that provides investment, planning, and strategy services to a select number of families, drawing on the founders' single-family office experience to deliver comprehensive wealth management including investment oversight, tax strategy, estate planning, and business succession services. The firm serves multiple families from its Argyle, Texas headquarters.

The family investment office of the Perot family, rooted in the entrepreneurial legacy of Ross Perot Sr. and now led by Ross Perot Jr. Petrus provides long-term capital and operational support to portfolio companies across information technology, real estate, aviation, and consumer sectors. The firm partners with business owners and management teams who value decisiveness, perseverance, and flexibility. In March 2019, Institutional Investor reported that the firm hired a new chief investment officer.

A private trust company established by the Brooks family following the sale of their forest products business, which transitioned to serving outside families in 2006 and now manages assets for over 30 families with investment, tax, estate planning, and family foundation management services. The firm operates from Minneapolis with a secondary office in Sioux Falls.

An independent financial advisory firm based in San Antonio providing comprehensive wealth management solutions to multiple clients with an emphasis on intellectual honesty, independent thinking, and personal connections. The firm offers family office services, investment management, legacy planning, philanthropy advisory, and women's wealth management. In October 2025, the firm welcomed new leadership additions, including two executive hires, to strengthen client services and philanthropic engagement.

Virtus Family Office is an independent MFO and wealth advisory firm with a team of experts dedicated to personalized solutions that improve the management and growth of family wealth. With years of industry experience, the firm provides consulting, management of global public and private assets, and helps families build their future while protecting their legacy. Based in Texas with Latin American client relationships.